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
2024
Q2 		– Sell
-6,000
Closed -$102K – 2692
2024
Q1 		$102K Buy
+6,000
New +$1.07M ﹤0.01% 2289

Other funds holding SAP

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 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. 458 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.
  • 458 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.