Morgan Stanley
SAR icon

Morgan Stanley’s Saratoga Investment SAR Stock Holding History

Morgan Stanley’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 		$619K Sell
28,286
-2,052
-7% -$47.2K ﹤0.01% 5382
2025
Q4 		$700K Sell
30,338
-46,695
-61% -$1.06M ﹤0.01% 5350
2025
Q3 		$1.88M Sell
77,033
-880
-1% -$22K ﹤0.01% 4829
2025
Q2 		$1.93M Sell
77,913
-14,740
-16% -$356K ﹤0.01% 4723
2025
Q1 		$2.35M Sell
92,653
-1,539
-2% -$38.3K ﹤0.01% 4497
2024
Q4 		$2.25M Buy
94,192
+9,257
+11% +$224K ﹤0.01% 4612
2024
Q3 		$1.97M Sell
84,935
-12,815
-13% -$296K ﹤0.01% 4667
2024
Q2 		$2.22M Buy
97,750
+41,774
+75% +$974K ﹤0.01% 4496
2024
Q1 		$1.3M Sell
55,976
-8,114
-13% -$191K ﹤0.01% 4831
2023
Q4 		$1.66M Buy
64,090
+12,681
+25% +$317K ﹤0.01% 5025
2023
Q3 		$1.32M Buy
51,409
+15,919
+45% +$418K ﹤0.01% 4637
2023
Q2 		$958K Buy
35,490
+3,428
+11% +$87.9K ﹤0.01% 4858
2023
Q1 		$811K Buy
32,062
+6,244
+24% +$165K ﹤0.01% 4976
2022
Q4 		$658K Sell
25,818
-9,342
-27% -$223K ﹤0.01% 5094
2022
Q3 		$730K Buy
35,160
+944
+3% +$22.7K ﹤0.01% 5070
2022
Q2 		$820K Buy
34,216
+5,944
+21% +$154K ﹤0.01% 5148
2022
Q1 		$770K Buy
28,272
+699
+3% +$19.2K ﹤0.01% 5149
2021
Q4 		$810K Sell
27,573
-3,861
-12% -$112K ﹤0.01% 5232
2021
Q3 		$903K Buy
31,434
+19,995
+175% +$552K ﹤0.01% 5114
2021
Q2 		$308K Buy
11,439
+213
+2% +$5.45K ﹤0.01% 5791
2021
Q1 		$284K Sell
11,226
-83
-0.7% -$1.92K ﹤0.01% 5462
2020
Q4 		$236K Sell
11,309
-33,279
-75% -$668K ﹤0.01% 5510
2020
Q3 		$749K Buy
44,588
+2,020
+5% +$34.4K ﹤0.01% 4412
2020
Q2 		$673K Sell
42,568
-2,090
-5% -$30.8K ﹤0.01% 4442
2020
Q1 		$514K Buy
44,658
+15,793
+55% +$363K ﹤0.01% 4352
2019
Q4 		$720K Buy
28,865
+19,052
+194% +$478K ﹤0.01% 4726
2019
Q3 		$243K Buy
9,813
+5,943
+154% +$147K ﹤0.01% 5034
2019
Q2 		$96K Buy
3,870
+1,372
+55% +$33.5K ﹤0.01% 5347
2019
Q1 		$55K Buy
2,498
+79
+3% +$1.79K ﹤0.01% 5622
2018
Q4 		$48K Sell
2,419
-1,555
-39% -$33.7K ﹤0.01% 5773
2018
Q3 		$91K Buy
3,974
+3,876
+3,955% +$94.5K ﹤0.01% 5722
2018
Q2 		$3K Sell
98
-1,643
-94% -$36.6K ﹤0.01% 6512
2018
Q1 		$36K Sell
1,741
-3,479
-67% -$74.2K ﹤0.01% 5976
2017
Q4 		$117K Buy
5,220
+2,569
+97% +$56.9K ﹤0.01% 5593
2017
Q3 		$57K Sell
2,651
-3,258
-55% -$68.8K ﹤0.01% 5748
2017
Q2 		$124K Sell
5,909
-3,090
-34% -$66.8K ﹤0.01% 5551
2017
Q1 		$195K Sell
8,999
-1,803
-17% -$39.6K ﹤0.01% 5337
2016
Q4 		$222K Buy
10,802
+4,157
+63% +$78.6K ﹤0.01% 5312
2016
Q3 		$118K Sell
6,645
-824
-11% -$14.6K ﹤0.01% 5242
2016
Q2 		$126K Sell
7,469
-4,852
-39% -$79.8K ﹤0.01% 5137
2016
Q1 		$193K Sell
12,321
-3,677
-23% -$53.1K ﹤0.01% 4993
2015
Q4 		$246K Sell
15,998
-78
-0.5% -$1.22K ﹤0.01% 4979
2015
Q3 		$260K Sell
16,076
-1,744
-10% -$29K ﹤0.01% 4964
2015
Q2 		$306K Sell
17,820
-211
-1% -$3.57K ﹤0.01% 5016
2015
Q1 		$286K Sell
18,031
-12,878
-42% -$200K ﹤0.01% 5009
2014
Q4 		$458K Buy
30,909
+3,004
+11% +$45.6K ﹤0.01% 4717
2014
Q3 		$447K Sell
27,905
-2,535
-8% -$40.4K ﹤0.01% 4647
2014
Q2 		$479K Buy
30,440
+5,559
+22% +$85.9K ﹤0.01% 4607
2014
Q1 		$382K Buy
24,881
+683
+3% +$10.8K ﹤0.01% 4738
2013
Q4 		$379K Buy
24,198
+3,984
+20% +$68.6K ﹤0.01% 4651
2013
Q3 		$378K Buy
20,214
+5,644
+39% +$103K ﹤0.01% 4514
2013
Q2 		$257K Buy
+14,570
New +$255K ﹤0.01% 4692

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley's SAR Position: Q1 2026 in Review

Morgan Stanley reduced its Saratoga Investment (SAR) stake by 6.8% in Q1 2026, selling an estimated $47.2K and leaving 28,286 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #5382.

Morgan Stanley first reported a position in SAR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.35M in Q1 2025. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • Morgan Stanley held 28,286 shares of Saratoga Investment worth $619K as of Q1 2026.
  • Morgan Stanley sold 2,052 Saratoga Investment shares in Q1 2026, an estimated $47.2K.
  • Saratoga Investment made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5382 holding.
  • Morgan Stanley first reported a position in Saratoga Investment in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Saratoga Investment position peaked at $2.35M in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.