Bartlett & Co Wealth Management’s Saratoga Investment SAR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,000	Closed	-$46.1K	–	1354
2025 Q4	$46.1K	Hold	2,000	–	–	﹤0.01%	686
2025 Q3	$48.8K	Hold	2,000	–	–	﹤0.01%	672
2025 Q2	$49.6K	Hold	2,000	–	–	﹤0.01%	656
2025 Q1	$50.7K	Buy	2,000 +1,500	+300%	+$37.3K	﹤0.01%	647
2024 Q4	$12K	Hold	500	–	–	﹤0.01%	892
2024 Q3	$11.6K	Hold	500	–	–	﹤0.01%	897
2024 Q2	$11.3K	Hold	500	–	–	﹤0.01%	903
2024 Q1	$11.6K	Hold	500	–	–	﹤0.01%	895
2023 Q4	$12.9K	Hold	500	–	–	﹤0.01%	964
2023 Q3	$12.8K	Hold	500	–	–	﹤0.01%	898
2023 Q2	$13.5K	Buy	+500	New	+$12.8K	﹤0.01%	886

Other funds holding SAR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bartlett & Co Wealth Management's SAR Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 2,000 shares — an estimated $46.1K sold.

Bartlett & Co Wealth Management first reported a position in SAR in Q2 2023 and held it in 11 quarters. The position peaked at $50.7K in Q1 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2,000 Saratoga Investment shares in Q1 2026, an estimated $46.1K.
Bartlett & Co Wealth Management first reported a position in Saratoga Investment in Q2 2023 and held it in 11 quarters.
Bartlett & Co Wealth Management's Saratoga Investment position peaked at $50.7K in Q1 2025.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.