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Planning Strategies Inc.’s SAP SAP Stock Holding History

Planning Strategies Inc.’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 		$2.47K Buy
+16
New +$2.73K ﹤0.01% 543

Other funds holding SAP

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Planning Strategies Inc.'s SAP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SAP (SAP) in Q2 2026: 16 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

277 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Planning Strategies Inc. held 16 shares of SAP worth $2.47K as of Q2 2026.
  • SAP was a new Planning Strategies Inc. position in Q2 2026.
  • SAP made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #543 holding.
  • 277 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.