Wealth Enhancement Advisory Services
SAP icon

Wealth Enhancement Advisory Services’s SAP SAP Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.94M Buy
87,443
+4,173
+5% +$810K 0.01% 1096
2026
Q2 		$3.03M Buy
83,270
+2,022
+2% +$345K 0.01% 1312
2026
Q1 		$3.51M Buy
81,248
+51,931
+177% +$10.7M 0.01% 1089
2025
Q4 		$6.77M Buy
29,317
+1,048
+4% +$267K 0.01% 872
2025
Q3 		$7.74M Buy
28,269
+1,296
+5% +$364K 0.01% 752
2025
Q2 		$8.19M Sell
26,973
-1,166
-4% -$334K 0.01% 703
2025
Q1 		$7.55M Buy
28,139
+576
+2% +$157K 0.01% 686
2024
Q4 		$6.79M Buy
27,563
+590
+2% +$140K 0.01% 694
2024
Q3 		$6.18M Buy
26,973
+454
+2% +$96.5K 0.01% 668
2024
Q2 		$5.35M Sell
26,519
-220
-0.8% -$41.5K 0.01% 665
2024
Q1 		$5.21M Sell
26,739
-841
-3% -$149K 0.01% 649
2023
Q4 		$4.26M Sell
27,580
-719
-3% -$104K 0.01% 651
2023
Q3 		$3.66M Buy
+28,299
New +$3.85M 0.01% 662

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
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
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's SAP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its SAP (SAP) stake by 5% in Q3 2026, buying an estimated $810K and bringing the position to 87,443 shares worth $4.94M. The position accounts for 0.01% of the portfolio, ranked #1096.

Wealth Enhancement Advisory Services first reported a position in SAP in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.19M in Q2 2025. 524 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 87,443 shares of SAP worth $4.94M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,173 SAP shares in Q3 2026, an estimated $810K.
  • SAP made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1096 holding.
  • Wealth Enhancement Advisory Services first reported a position in SAP in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's SAP position peaked at $8.19M in Q2 2025.
  • 524 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.