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Unique Wealth Strategies’s SAP SAP Stock Holding History

Unique Wealth Strategies’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Buy
3,135
+25
+0.8% +$4.26K 0.18% 155
2026
Q1 		$532K Buy
+3,110
New +$642K 0.22% 141

Other funds holding SAP

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Unique Wealth Strategies's SAP Position: Q2 2026 in Review

Unique Wealth Strategies increased its SAP (SAP) stake by 0.8% in Q2 2026, buying an estimated $4.26K and bringing the position to 3,135 shares worth $483K. The position accounts for 0.18% of the portfolio, ranked #155.

Unique Wealth Strategies first reported a position in SAP in Q1 2026 and has held it in 2 quarters since. The position peaked at $532K in Q1 2026. 117 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Unique Wealth Strategies held 3,135 shares of SAP worth $483K as of Q2 2026.
  • Unique Wealth Strategies bought 25 SAP shares in Q2 2026, an estimated $4.26K.
  • SAP made up 0.18% of Unique Wealth Strategies's portfolio in Q2 2026, its #155 holding.
  • Unique Wealth Strategies first reported a position in SAP in Q1 2026 and has held it in 2 quarters since.
  • Unique Wealth Strategies's SAP position peaked at $532K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.