BHWM
ARCC icon

Beaird Harris Wealth Management’s Ares Capital ARCC Stock Holding History

Beaird Harris Wealth Management’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
-135
Closed -$2.96K – 729
2025
Q2 		$2.96K Hold
135
– – ﹤0.01% 458
2025
Q1 		$2.99K Buy
+135
New +$3.06K ﹤0.01% 416

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beaird Harris Wealth Management's ARCC Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 135 shares — an estimated $2.96K sold.

Beaird Harris Wealth Management first reported a position in ARCC in Q1 2025 and held it in 2 quarters. The position peaked at $2.99K in Q1 2025. 791 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 135 Ares Capital shares in Q3 2025, an estimated $2.96K.
  • Beaird Harris Wealth Management first reported a position in Ares Capital in Q1 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Ares Capital position peaked at $2.99K in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.