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YHB Investment Advisors’s SAP SAP Stock Holding History

YHB Investment Advisors’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 		$1.05M Buy
6,816
+647
+10% +$110K 0.07% 172
2026
Q1 		$1.06M Buy
6,169
+2,938
+91% +$606K 0.08% 162
2025
Q4 		$785K Buy
3,231
+718
+29% +$183K 0.05% 186
2025
Q3 		$671K Hold
2,513
– – 0.05% 189
2025
Q2 		$764K Sell
2,513
-179
-7% -$51.3K 0.06% 179
2025
Q1 		$723K Sell
2,692
-1,068
-28% -$291K 0.06% 171
2024
Q4 		$926K Sell
3,760
-155
-4% -$36.9K 0.08% 152
2024
Q3 		$897K Hold
3,915
– – 0.07% 156
2024
Q2 		$790K Buy
3,915
+371
+10% +$70.1K 0.07% 162
2024
Q1 		$691K Sell
3,544
-1,241
-26% -$220K 0.06% 169
2023
Q4 		$740K Sell
4,785
-338
-7% -$48.9K 0.07% 158
2023
Q3 		$663K Buy
+5,123
New +$697K 0.06% 166

Other funds holding SAP

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

YHB Investment Advisors's SAP Position: Q2 2026 in Review

YHB Investment Advisors increased its SAP (SAP) stake by 10% in Q2 2026, buying an estimated $110K and bringing the position to 6,816 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #172.

YHB Investment Advisors first reported a position in SAP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2026. 312 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • YHB Investment Advisors held 6,816 shares of SAP worth $1.05M as of Q2 2026.
  • YHB Investment Advisors bought 647 SAP shares in Q2 2026, an estimated $110K.
  • SAP made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • YHB Investment Advisors first reported a position in SAP in Q3 2023 and has held it in 12 quarters since.
  • YHB Investment Advisors's SAP position peaked at $1.06M in Q1 2026.
  • 312 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.