Cerity Partners
ARCC icon

Cerity Partners’s Ares Capital ARCC Stock Holding History

Cerity 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 		$18.9M Buy
1,021,522
+19,717
+2% +$368K 0.02% 502
2026
Q1 		$18.1M Buy
1,001,805
+193,169
+24% +$3.74M 0.03% 474
2025
Q4 		$16.4M Buy
808,636
+485,820
+150% +$9.8M 0.02% 471
2025
Q3 		$6.59M Sell
322,816
-60,809
-16% -$1.35M 0.01% 754
2025
Q2 		$8.42M Buy
383,625
+1,191
+0.3% +$25.3K 0.02% 600
2025
Q1 		$8.47M Sell
382,434
-22,048
-5% -$500K 0.02% 547
2024
Q4 		$8.85M Buy
404,482
+32,608
+9% +$703K 0.02% 527
2024
Q3 		$7.79M Sell
371,874
-32,957
-8% -$685K 0.02% 566
2024
Q2 		$8.44M Buy
404,831
+131,534
+48% +$2.75M 0.02% 465
2024
Q1 		$5.69M Buy
273,297
+31,150
+13% +$631K 0.02% 614
2023
Q4 		$4.85M Buy
242,147
+199,029
+462% +$3.88M 0.02% 545
2023
Q3 		$840K Sell
43,118
-19,967
-32% -$387K ﹤0.01% 809
2023
Q2 		$1.19M Buy
63,085
+16,565
+36% +$306K ﹤0.01% 876
2023
Q1 		$850K Buy
46,520
+8,908
+24% +$168K ﹤0.01% 1052
2022
Q4 		$695K Buy
37,612
+7,193
+24% +$135K ﹤0.01% 805
2022
Q3 		$513K Sell
30,419
-385
-1% -$7.44K 0.01% 705
2022
Q2 		$552K Sell
30,804
-5,560
-15% -$110K 0.01% 718
2022
Q1 		$762K Buy
36,364
+11,494
+46% +$245K 0.01% 494
2021
Q4 		$527K Sell
24,870
-828
-3% -$17.2K 0.01% 576
2021
Q3 		$522K Buy
25,698
+20
+0.1% +$401 0.01% 454
2021
Q2 		$503K Buy
25,678
+1,589
+7% +$30.8K 0.01% 468
2021
Q1 		$451K Sell
24,089
-15,849
-40% -$285K 0.01% 469
2020
Q4 		$675K Buy
+39,938
New +$619K 0.02% 360

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's ARCC Position: Q2 2026 in Review

Cerity Partners increased its Ares Capital (ARCC) stake by 2% in Q2 2026, buying an estimated $368K and bringing the position to 1,021,522 shares worth $18.9M. The position accounts for 0.02% of the portfolio, ranked #502.

Cerity Partners first reported a position in ARCC in Q4 2020 and has held it in 23 quarters since. 749 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Cerity Partners held 1,021,522 shares of Ares Capital worth $18.9M as of Q2 2026.
  • Cerity Partners bought 19,717 Ares Capital shares in Q2 2026, an estimated $368K.
  • Ares Capital made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #502 holding.
  • Cerity Partners first reported a position in Ares Capital in Q4 2020 and has held it in 23 quarters since.
  • 749 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.