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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
Q3 		$856K Sell
4,104
-2,712
-40% -$526K 0.05% 182
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

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

YHB Investment Advisors's SAP Position: Q3 2026 in Review

YHB Investment Advisors reduced its SAP (SAP) stake by 40% in Q3 2026, selling an estimated $526K and leaving 4,104 shares worth $856K. The position accounts for 0.05% of the portfolio, ranked #182.

YHB Investment Advisors first reported a position in SAP in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2026. 37 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • YHB Investment Advisors held 4,104 shares of SAP worth $856K as of Q3 2026.
  • YHB Investment Advisors sold 2,712 SAP shares in Q3 2026, an estimated $526K.
  • SAP made up 0.05% of YHB Investment Advisors's portfolio in Q3 2026, its #182 holding.
  • YHB Investment Advisors first reported a position in SAP in Q3 2023 and has held it in 13 quarters since.
  • YHB Investment Advisors's SAP position peaked at $1.06M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.