Kovitz Investment Group Partners
SAR icon

Kovitz Investment Group Partners’s Saratoga Investment SAR Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-17,813
Closed -$434K – 1154
2025
Q3 		$434K Sell
17,813
-32
-0.2% -$798 ﹤0.01% 1084
2025
Q2 		$442K Buy
17,845
+5,751
+48% +$139K ﹤0.01% 1019
2025
Q1 		$306K Sell
12,094
-47,145
-80% -$1.17M ﹤0.01% 1046
2024
Q4 		$1.42M Sell
59,239
-3,306
-5% -$80.2K 0.01% 641
2024
Q3 		$1.45M Buy
+62,545
New +$1.44M 0.01% 544

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Kovitz Investment Group Partners's SAR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Saratoga Investment (SAR) in Q4 2025, closing a stake of 17,813 shares — an estimated $434K sold.

Kovitz Investment Group Partners first reported a position in SAR in Q3 2024 and held it in 5 quarters. The position peaked at $1.45M in Q3 2024. 71 funds tracked by Wall St. Rank hold SAR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Saratoga Investment position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 17,813 Saratoga Investment shares in Q4 2025, an estimated $434K.
  • Kovitz Investment Group Partners first reported a position in Saratoga Investment in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Saratoga Investment position peaked at $1.45M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.