Cedar Wealth Management’s Ares Capital ARCC Stock Holding History

Cedar 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
2026 Q1	–	Sell	-3,302	Closed	-$66.8K	–	108
2025 Q4	$66.8K	Sell	3,302 -1,000	-23%	-$20.2K	0.02%	112
2025 Q3	$87.8K	Hold	4,302	–	–	0.03%	108
2025 Q2	$94.5K	Hold	4,302	–	–	0.03%	95
2025 Q1	$95.3K	Hold	4,302	–	–	0.03%	97
2024 Q4	$94.2K	Hold	4,302	–	–	0.03%	89
2024 Q3	$90.1K	Hold	4,302	–	–	0.03%	131
2024 Q2	$89.7K	Hold	4,302	–	–	0.03%	133
2024 Q1	$89.6K	Hold	4,302	–	–	0.03%	136
2023 Q4	$86.2K	Hold	4,302	–	–	0.03%	131
2023 Q3	$83.8K	Hold	4,302	–	–	0.03%	135
2023 Q2	$80.8K	Hold	4,302	–	–	0.03%	136
2023 Q1	$78.6K	Hold	4,302	–	–	0.03%	130
2022 Q4	$79.5K	Hold	4,302	–	–	0.04%	120
2022 Q3	$73K	Sell	4,302 -4,913	-53%	-$95K	0.04%	136
2022 Q2	$165K	Hold	9,215	–	–	0.08%	113
2022 Q1	$193K	Hold	9,215	–	–	0.08%	115
2021 Q4	$195K	Buy	+9,215	New	+$191K	0.08%	124

Other funds holding ARCC

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Two Sigma Investments New York $138B AUM 41.87% 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

Cedar Wealth Management's ARCC Position: Q1 2026 in Review

Cedar Wealth Management sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 3,302 shares — an estimated $66.8K sold.

Cedar Wealth Management first reported a position in ARCC in Q4 2021 and held it in 17 quarters. The position peaked at $195K in Q4 2021. 810 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Cedar Wealth Management reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 3,302 Ares Capital shares in Q1 2026, an estimated $66.8K.
Cedar Wealth Management first reported a position in Ares Capital in Q4 2021 and held it in 17 quarters.
Cedar Wealth Management's Ares Capital position peaked at $195K in Q4 2021.
810 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.