Atwood & Palmer’s Ares Capital ARCC Stock Holding History

Atwood & Palmer’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
2025 Q3	–	Sell	-245	Closed	-$5.38K	–	491
2025 Q2	$5.38K	Buy	+245	New	+$5.21K	﹤0.01%	432
2023 Q4	–	Sell	-643	Closed	-$12.5K	–	404
2023 Q3	$12.5K	Hold	643	–	–	﹤0.01%	297
2023 Q2	$12.1K	Hold	643	–	–	﹤0.01%	305
2023 Q1	$11.8K	Hold	643	–	–	﹤0.01%	292
2022 Q4	$11.9K	Hold	643	–	–	﹤0.01%	311
2022 Q3	$11K	Hold	643	–	–	﹤0.01%	299
2022 Q2	$12K	Hold	643	–	–	﹤0.01%	316
2022 Q1	$13K	Hold	643	–	–	﹤0.01%	348
2021 Q4	$14K	Hold	643	–	–	﹤0.01%	345
2021 Q3	$13K	Hold	643	–	–	﹤0.01%	336
2021 Q2	$13K	Hold	643	–	–	﹤0.01%	317
2021 Q1	$12K	Hold	643	–	–	﹤0.01%	337
2020 Q4	$11K	Hold	643	–	–	﹤0.01%	310
2020 Q3	$9K	Hold	643	–	–	﹤0.01%	270
2020 Q2	$9K	Hold	643	–	–	﹤0.01%	262
2020 Q1	$7K	Hold	643	–	–	﹤0.01%	264
2019 Q4	$12K	Hold	643	–	–	﹤0.01%	239
2019 Q3	$12K	Hold	643	–	–	﹤0.01%	247
2019 Q2	$12K	Hold	643	–	–	﹤0.01%	243
2019 Q1	$11K	Hold	643	–	–	﹤0.01%	248
2018 Q4	$10K	Hold	643	–	–	﹤0.01%	248
2018 Q3	$11K	Hold	643	–	–	﹤0.01%	254
2018 Q2	$11K	Hold	643	–	–	﹤0.01%	255
2018 Q1	$10K	Hold	643	–	–	﹤0.01%	251
2017 Q4	$10K	Hold	643	–	–	﹤0.01%	248
2017 Q3	$11K	Hold	643	–	–	﹤0.01%	250
2017 Q2	$11K	Hold	643	–	–	﹤0.01%	253
2017 Q1	$11K	Buy	+643	New	+$11.1K	﹤0.01%	242

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atwood & Palmer's ARCC Position: Q3 2025 in Review

Atwood & Palmer sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 245 shares — an estimated $5.38K sold.

Atwood & Palmer first reported a position in ARCC in Q1 2017 and held it in 28 quarters. The position peaked at $14K in Q4 2021. 790 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

Atwood & Palmer reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 245 Ares Capital shares in Q3 2025, an estimated $5.38K.
Atwood & Palmer first reported a position in Ares Capital in Q1 2017 and held it in 28 quarters.
Atwood & Palmer's Ares Capital position peaked at $14K in Q4 2021.
790 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.