5W
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5T Wealth’s Ares Capital ARCC Stock Holding History

5T Wealth’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,893
Closed -$220K – 130
2025
Q4 		$220K Sell
10,893
-2,151
-16% -$43.4K 0.09% 119
2025
Q3 		$266K Buy
13,044
+8
+0.1% +$178 0.12% 104
2025
Q2 		$286K Sell
13,036
-408
-3% -$8.68K 0.14% 97
2025
Q1 		$298K Sell
13,444
-7,052
-34% -$160K 0.16% 88
2024
Q4 		$449K Buy
+20,496
New +$442K 0.25% 74

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

5T Wealth's ARCC Position: Q1 2026 in Review

5T Wealth sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 10,893 shares — an estimated $220K sold.

5T Wealth first reported a position in ARCC in Q4 2024 and held it in 5 quarters. The position peaked at $449K in Q4 2024. 810 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • 5T Wealth reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • 5T Wealth sold 10,893 Ares Capital shares in Q1 2026, an estimated $220K.
  • 5T Wealth first reported a position in Ares Capital in Q4 2024 and held it in 5 quarters.
  • 5T Wealth's Ares Capital position peaked at $449K in Q4 2024.
  • 810 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on 5T Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.