Wealth Enhancement Trust Services
SAP icon

Wealth Enhancement Trust Services’s SAP SAP Stock Holding History

Wealth Enhancement Trust 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 		– Sell
-1,014
Closed -$156K – 1379
2026
Q2 		$156K Hold
1,014
– – 0.02% 314
2026
Q1 		$174K Buy
+1,014
New +$209K 0.02% 297

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Fidelity Investments
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

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

Wealth Enhancement Trust Services sold out of SAP (SAP) in Q3 2026, closing a stake of 1,014 shares — an estimated $156K sold.

Wealth Enhancement Trust Services first reported a position in SAP in Q1 2026 and held it in 2 quarters. The position peaked at $174K in Q1 2026. 760 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining SAP position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 1,014 SAP shares in Q3 2026, an estimated $156K.
  • Wealth Enhancement Trust Services first reported a position in SAP in Q1 2026 and held it in 2 quarters.
  • Wealth Enhancement Trust Services's SAP position peaked at $174K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.