Baldwin Wealth Partners’s Ares Capital ARCC Stock Holding History

Baldwin Wealth Partners’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 Q2	$8.14M	Buy	439,021 +241,593	+122%	+$4.51M	0.53%	42
2026 Q1	$3.56M	Buy	+197,428	New	+$3.82M	0.26%	63
2024 Q4	–	Sell	-6,000	Closed	-$126K	–	280
2024 Q3	$126K	Hold	6,000	–	–	0.01%	391
2024 Q2	$125K	Hold	6,000	–	–	0.01%	239
2024 Q1	$125K	Sell	6,000 -717	-11%	-$14.5K	0.01%	250
2023 Q4	$135K	Buy	6,717 +717	+12%	+$14K	0.01%	246
2023 Q3	$117K	Hold	6,000	–	–	0.01%	282
2023 Q2	$113K	Hold	6,000	–	–	0.01%	305
2023 Q1	$110K	Hold	6,000	–	–	0.01%	312
2022 Q4	$111K	Hold	6,000	–	–	0.01%	301
2022 Q3	$101K	Hold	6,000	–	–	0.01%	241
2022 Q2	$108K	Hold	6,000	–	–	0.01%	246
2022 Q1	$126K	Hold	6,000	–	–	0.01%	249
2021 Q4	$127K	Hold	6,000	–	–	0.01%	240
2021 Q3	$122K	Hold	6,000	–	–	0.01%	240
2021 Q2	$118K	Hold	6,000	–	–	0.01%	251
2021 Q1	$112K	Hold	6,000	–	–	0.01%	244
2020 Q4	$101K	Hold	6,000	–	–	0.01%	242
2020 Q3	$84K	Hold	6,000	–	–	0.01%	241
2020 Q2	$87K	Hold	6,000	–	–	0.01%	235
2020 Q1	$65K	Hold	6,000	–	–	0.01%	245
2019 Q4	$112K	Hold	6,000	–	–	0.02%	223
2019 Q3	$112K	Hold	6,000	–	–	0.02%	217
2019 Q2	$108K	Hold	6,000	–	–	0.02%	237
2019 Q1	$103K	Hold	6,000	–	–	0.02%	238
2018 Q4	$93K	Hold	6,000	–	–	0.02%	236
2018 Q3	$103K	Hold	6,000	–	–	0.01%	248
2018 Q2	$99K	Hold	6,000	–	–	0.02%	252
2018 Q1	$95K	Hold	6,000	–	–	0.02%	244
2017 Q4	$94K	Hold	6,000	–	–	0.01%	249
2017 Q3	$98K	Hold	6,000	–	–	0.02%	236
2017 Q2	$98K	Hold	6,000	–	–	0.02%	241
2017 Q1	$104K	Hold	6,000	–	–	0.02%	230
2016 Q4	$99K	Hold	6,000	–	–	0.02%	228
2016 Q3	$93K	Hold	6,000	–	–	0.02%	239
2016 Q2	$85K	Hold	6,000	–	–	0.02%	222
2016 Q1	$89K	Buy	+6,000	New	+$82.6K	0.02%	248

Other funds holding ARCC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Baldwin Wealth Partners's ARCC Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Ares Capital (ARCC) stake by 122% in Q2 2026, buying an estimated $4.51M and bringing the position to 439,021 shares worth $8.14M. The position accounts for 0.53% of the portfolio, ranked #42.

Baldwin Wealth Partners first reported a position in ARCC in Q1 2016 and has held it in 37 quarters since. 336 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Baldwin Wealth Partners held 439,021 shares of Ares Capital worth $8.14M as of Q2 2026.
Baldwin Wealth Partners bought 241,593 Ares Capital shares in Q2 2026, an estimated $4.51M.
Ares Capital made up 0.53% of Baldwin Wealth Partners's portfolio in Q2 2026, its #42 holding.
Baldwin Wealth Partners first reported a position in Ares Capital in Q1 2016 and has held it in 37 quarters since.
336 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.