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Clarus Wealth Advisors’s Ares Capital ARCC Stock Holding History

Clarus Wealth Advisors’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
-11,880
Closed -$266K – 88
2025
Q2 		$266K Sell
11,880
-787
-6% -$16.7K 0.12% 72
2025
Q1 		$264K Buy
+12,667
New +$288K 0.14% 73
2024
Q4 		– Sell
-10,310
Closed -$217K – 124
2024
Q3 		$217K Buy
10,310
+94
+0.9% +$1.95K 0.11% 123
2024
Q2 		$216K Buy
10,216
+98
+1% +$2.05K 0.11% 120
2024
Q1 		$206K Sell
10,118
-627
-6% -$12.7K 0.12% 122
2023
Q4 		$218K Buy
+10,745
New +$210K 0.13% 108
2019
Q3 		– Sell
-2,699
Closed -$48K – 168
2019
Q2 		$48K Buy
2,699
+31
+1% +$549 0.03% 276
2019
Q1 		$46K Buy
2,668
+30
+1% +$503 0.03% 306
2018
Q4 		$41K Buy
2,638
+32
+1% +$529 0.06% 289
2018
Q3 		$45K Buy
2,606
+27
+1% +$463 0.03% 313
2018
Q2 		$41K Buy
+2,579
New +$42.4K 0.03% 314

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

Clarus Wealth Advisors's ARCC Position: Q3 2025 in Review

Clarus Wealth Advisors sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 11,880 shares — an estimated $266K sold.

Clarus Wealth Advisors first reported a position in ARCC in Q2 2018 and held it in 11 quarters. The position peaked at $266K in Q2 2025. 790 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Clarus Wealth Advisors reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 11,880 Ares Capital shares in Q3 2025, an estimated $266K.
  • Clarus Wealth Advisors first reported a position in Ares Capital in Q2 2018 and held it in 11 quarters.
  • Clarus Wealth Advisors's Ares Capital position peaked at $266K in Q2 2025.
  • 790 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Clarus Wealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.