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
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 $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's SAP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SAP (SAP) stake by 2.5% in Q2 2026, buying an estimated $345K and bringing the position to 83,270 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #1312.

Wealth Enhancement Advisory Services first reported a position in SAP in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.19M in Q2 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 83,270 shares of SAP worth $3.03M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,022 SAP shares in Q2 2026, an estimated $345K.
  • SAP made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1312 holding.
  • Wealth Enhancement Advisory Services first reported a position in SAP in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's SAP position peaked at $8.19M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.