Evolution Wealth Management’s Saratoga Investment SAR Stock Holding History

Evolution 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 Q2	$15.6K	Hold	701	–	–	0.01%	505
2026 Q1	$15.3K	Hold	701	–	–	0.01%	454
2025 Q4	$16.2K	Buy	701 +50	+8%	+$1.13K	0.01%	378
2025 Q3	$15.9K	Buy	651 +6	+0.9%	+$150	0.02%	321
2025 Q2	$16K	Buy	+645	New	+$15.6K	0.02%	312

Other funds holding SAR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

HWAM

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Evolution Wealth Management's SAR Position: Q2 2026 in Review

Evolution Wealth Management held its Saratoga Investment (SAR) position steady in Q2 2026 at 701 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #505.

Evolution Wealth Management first reported a position in SAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.2K in Q4 2025. 59 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

Evolution Wealth Management held 701 shares of Saratoga Investment worth $15.6K as of Q2 2026.
Evolution Wealth Management left its Saratoga Investment share count unchanged in Q2 2026.
Saratoga Investment made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #505 holding.
Evolution Wealth Management first reported a position in Saratoga Investment in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's Saratoga Investment position peaked at $16.2K in Q4 2025.
59 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.