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NewSquare Capital’s Saratoga Investment SAR Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-500
Closed -$12.7K – 1361
2025
Q1 		$12.7K Buy
+500
New +$12.4K ﹤0.01% 480

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HWAM
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's SAR Position: Q2 2025 in Review

NewSquare Capital sold out of Saratoga Investment (SAR) in Q2 2025, closing a stake of 500 shares — an estimated $12.7K sold.

NewSquare Capital first reported a position in SAR in Q1 2025 and held it in 1 quarter. The position peaked at $12.7K in Q1 2025. 65 funds tracked by Wall St. Rank hold SAR as of Q2 2025.

  • NewSquare Capital reported no remaining Saratoga Investment position as of Q2 2025 after selling out during the quarter.
  • NewSquare Capital sold 500 Saratoga Investment shares in Q2 2025, an estimated $12.7K.
  • NewSquare Capital first reported a position in Saratoga Investment in Q1 2025 and held it in 1 quarter.
  • NewSquare Capital's Saratoga Investment position peaked at $12.7K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.