Wealthcare Advisory Partners
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Wealthcare Advisory Partners’s SAP SAP Stock Holding History

Wealthcare Advisory Partners’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 		$253K Buy
+1,214
New +$236K ﹤0.01% 969
2026
Q2 		– Sell
-1,264
Closed -$216K – 1142
2026
Q1 		$216K Buy
1,264
+126
+11% +$26K ﹤0.01% 994
2025
Q4 		$276K Buy
1,138
+119
+12% +$30.3K 0.01% 905
2025
Q3 		$272K Sell
1,019
-25
-2% -$7.03K 0.01% 888
2025
Q2 		$317K Sell
1,044
-137
-12% -$39.3K 0.01% 770
2025
Q1 		$317K Sell
1,181
-132
-10% -$36K 0.01% 724
2024
Q4 		$323K Sell
1,313
-22
-2% -$5.24K 0.01% 688
2024
Q3 		$306K Buy
1,335
+64
+5% +$13.6K 0.01% 716
2024
Q2 		$256K Buy
+1,271
New +$240K 0.01% 726
2022
Q2 		– Sell
-2,221
Closed -$246K – 611
2022
Q1 		$246K Sell
2,221
-134
-6% -$16.3K 0.01% 471
2021
Q4 		$330K Sell
2,355
-25
-1% -$3.49K 0.02% 421
2021
Q3 		$321K Buy
2,380
+8
+0.3% +$1.16K 0.02% 397
2021
Q2 		$333K Buy
2,372
+214
+10% +$29.8K 0.02% 395
2021
Q1 		$265K Buy
+2,158
New +$274K 0.02% 420

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

Wealthcare Advisory Partners's SAP Position: Q3 2026 in Review

Wealthcare Advisory Partners opened a new position in SAP (SAP) in Q3 2026: 1,214 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in SAP as recently as Q1 2026.

Wealthcare Advisory Partners first reported a position in SAP in Q1 2021 and has held it in 14 quarters since. The position peaked at $333K in Q2 2021. 521 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Wealthcare Advisory Partners held 1,214 shares of SAP worth $253K as of Q3 2026.
  • SAP was a new Wealthcare Advisory Partners position in Q3 2026.
  • SAP made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #969 holding.
  • Wealthcare Advisory Partners first reported a position in SAP in Q1 2021 and has held it in 14 quarters since.
  • Wealthcare Advisory Partners's SAP position peaked at $333K in Q2 2021.
  • 521 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.