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Wealthcare Advisory Partners’s FS KKR Capital FSK Stock Holding History

Wealthcare Advisory Partners’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$517K Sell
49,217
-5,385
-10% -$57.9K 0.01% 705
2026
Q1 		$556K Sell
54,602
-32,229
-37% -$403K 0.01% 668
2025
Q4 		$1.29M Sell
86,831
-180,168
-67% -$2.73M 0.03% 451
2025
Q3 		$3.99M Buy
266,999
+19,181
+8% +$363K 0.08% 200
2025
Q2 		$5.14M Buy
247,818
+68,794
+38% +$1.4M 0.12% 148
2025
Q1 		$3.75M Buy
179,024
+125,824
+237% +$2.81M 0.1% 173
2024
Q4 		$1.16M Buy
53,200
+4,149
+8% +$87.1K 0.03% 389
2024
Q3 		$968K Buy
49,051
+713
+1% +$14.2K 0.03% 428
2024
Q2 		$954K Buy
48,338
+2,515
+5% +$49.4K 0.03% 397
2024
Q1 		$874K Sell
45,823
-21
-0% -$416 0.03% 405
2023
Q4 		$915K Buy
45,844
+3,071
+7% +$60.3K 0.04% 333
2023
Q3 		$842K Sell
42,773
-660
-2% -$13.2K 0.04% 309
2023
Q2 		$833K Sell
43,433
-9,586
-18% -$181K 0.04% 326
2023
Q1 		$981K Sell
53,019
-4,391
-8% -$83.2K 0.04% 292
2022
Q4 		$1M Sell
57,410
-239
-0.4% -$4.44K 0.05% 275
2022
Q3 		$977K Buy
57,649
+745
+1% +$15.5K 0.06% 240
2022
Q2 		$1.1M Sell
56,904
-1,142
-2% -$24.2K 0.07% 195
2022
Q1 		$1.32M Sell
58,046
-9,602
-14% -$213K 0.08% 148
2021
Q4 		$1.42M Sell
67,648
-5,599
-8% -$121K 0.08% 142
2021
Q3 		$1.61M Sell
73,247
-3,192
-4% -$70.4K 0.11% 123
2021
Q2 		$1.64M Buy
76,439
+65,413
+593% +$1.4M 0.11% 122
2021
Q1 		$219K Sell
11,026
-411
-4% -$7.65K 0.02% 459
2020
Q4 		$189K Sell
11,437
-45,808
-80% -$761K 0.02% 400
2020
Q3 		$855K Buy
57,245
+45,001
+368% +$702K 0.09% 135
2020
Q2 		$171K Sell
12,244
-330
-3% -$4.65K 0.02% 303
2020
Q1 		$151K Buy
12,574
+5,510
+78% +$118K 0.02% 311
2019
Q4 		$173K Buy
7,064
+27
+0.4% +$645 0.02% 318
2019
Q3 		$164K Buy
7,037
+846
+14% +$19.8K 0.02% 305
2019
Q2 		$148K Buy
6,191
+1,234
+25% +$30.3K 0.02% 313
2019
Q1 		$120K Sell
4,957
-2,505
-34% -$62.1K 0.02% 309
2018
Q4 		$155K Buy
7,462
+1,206
+19% +$30K 0.03% 248
2018
Q3 		$176K Sell
6,256
-6,901
-52% -$211K 0.03% 242
2018
Q2 		$387K Buy
13,157
+4,379
+50% +$134K 0.08% 142
2018
Q1 		$255K Buy
8,778
+3,276
+60% +$97.5K 0.06% 174
2017
Q4 		$162K Sell
5,502
-2,550
-32% -$82K 0.04% 198
2017
Q3 		$272K Buy
8,052
+5,621
+231% +$193K 0.08% 121
2017
Q2 		$89K Hold
2,431
– – 0.04% 40
2017
Q1 		$95K Hold
2,431
– – 0.05% 35
2016
Q4 		$100K Buy
+2,431
New +$95.1K 0.06% 35

Other funds holding FSK

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealthcare Advisory Partners's FSK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its FS KKR Capital (FSK) stake by 9.9% in Q2 2026, selling an estimated $57.9K and leaving 49,217 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #705.

Wealthcare Advisory Partners first reported a position in FSK in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.14M in Q2 2025. 59 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Wealthcare Advisory Partners held 49,217 shares of FS KKR Capital worth $517K as of Q2 2026.
  • Wealthcare Advisory Partners sold 5,385 FS KKR Capital shares in Q2 2026, an estimated $57.9K.
  • FS KKR Capital made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #705 holding.
  • Wealthcare Advisory Partners first reported a position in FS KKR Capital in Q4 2016 and has held it in 39 quarters since.
  • Wealthcare Advisory Partners's FS KKR Capital position peaked at $5.14M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.