Unique Wealth Strategies
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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
Q3 		$483K Hold
3,135
– – 0.18% 155
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Unique Wealth Strategies's SAP Position: Q3 2026 in Review

Unique Wealth Strategies held its SAP (SAP) position steady in Q3 2026 at 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 3 quarters since. The position peaked at $532K in Q1 2026. 566 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Unique Wealth Strategies held 3,135 shares of SAP worth $483K as of Q3 2026.
  • Unique Wealth Strategies left its SAP share count unchanged in Q3 2026.
  • SAP made up 0.18% of Unique Wealth Strategies's portfolio in Q3 2026, its #155 holding.
  • Unique Wealth Strategies first reported a position in SAP in Q1 2026 and has held it in 3 quarters since.
  • Unique Wealth Strategies's SAP position peaked at $532K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.