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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

HWAM

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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. 59 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.
59 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.