Strategic Investment Solutions’s Saratoga Investment SAR Stock Holding History

Strategic Investment Solutions’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	$2.23K	Hold	100	–	–	﹤0.01%	586
2026 Q1	$2.19K	Hold	100	–	–	﹤0.01%	554
2025 Q4	$2.31K	Hold	100	–	–	﹤0.01%	527
2025 Q3	$2.44K	Hold	100	–	–	﹤0.01%	503
2025 Q2	$2.48K	Hold	100	–	–	﹤0.01%	490
2025 Q1	$2.53K	Hold	100	–	–	﹤0.01%	501
2024 Q4	$2.39K	Hold	100	–	–	﹤0.01%	522
2024 Q3	$2.32K	Buy	+100	New	+$2.31K	﹤0.01%	492
2023 Q4	$2.59K	Sell	100 -2,700	-96%	-$67.5K	﹤0.01%	936
2023 Q3	$72.3K	Buy	+2,800	New	+$73.6K	﹤0.01%	582

Other funds holding SAR

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return