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Wealthcare Advisory Partners’s Saratoga Investment SAR Stock Holding History

Wealthcare Advisory 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
2026
Q2 		$1.1M Sell
49,141
-1,432
-3% -$32.1K 0.02% 492
2026
Q1 		$1.11M Buy
50,573
+1,102
+2% +$25.4K 0.02% 490
2025
Q4 		$1.14M Buy
49,471
+4,791
+11% +$109K 0.02% 479
2025
Q3 		$1.09M Buy
44,680
+4,754
+12% +$119K 0.02% 484
2025
Q2 		$990K Buy
39,926
+7,040
+21% +$170K 0.02% 486
2025
Q1 		$833K Buy
32,886
+41
+0.1% +$1.02K 0.02% 478
2024
Q4 		$786K Buy
32,845
+911
+3% +$22.1K 0.02% 474
2024
Q3 		$741K Buy
31,934
+1,280
+4% +$29.5K 0.02% 482
2024
Q2 		$696K Buy
30,654
+52
+0.2% +$1.21K 0.02% 468
2024
Q1 		$710K Buy
+30,602
New +$719K 0.02% 472

Other funds holding SAR

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

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

Wealthcare Advisory Partners reduced its Saratoga Investment (SAR) stake by 2.8% in Q2 2026, selling an estimated $32.1K and leaving 49,141 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #492.

Wealthcare Advisory Partners first reported a position in SAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2025. 11 funds tracked by Wall St. Rank hold SAR as of Q2 2026.

  • Wealthcare Advisory Partners held 49,141 shares of Saratoga Investment worth $1.1M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,432 Saratoga Investment shares in Q2 2026, an estimated $32.1K.
  • Saratoga Investment made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #492 holding.
  • Wealthcare Advisory Partners first reported a position in Saratoga Investment in Q1 2024 and has held it in 10 quarters since.
  • Wealthcare Advisory Partners's Saratoga Investment position peaked at $1.14M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2026.

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