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Curated Wealth Partners’s Ares Capital ARCC Stock Holding History

Curated 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
2024
Q2 		– Sell
-143,653
Closed -$2.99M – 150
2024
Q1 		$2.99M Buy
+143,653
New +$2.91M 0.44% 15

Other funds holding ARCC

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
MC
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

Curated Wealth Partners increased its Ares Capital (ARCC) stake by 32% in Q2 2026, buying an estimated $952K and bringing the position to 212,873 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #336.

Curated Wealth Partners first reported a position in ARCC in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.4M in Q1 2025. 260 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Curated Wealth Partners held 212,873 shares of Ares Capital worth $402K as of Q2 2026.
  • Curated Wealth Partners bought 51,005 Ares Capital shares in Q2 2026, an estimated $952K.
  • Ares Capital made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #336 holding.
  • Curated Wealth Partners first reported a position in Ares Capital in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Ares Capital position peaked at $3.4M in Q1 2025.
  • 260 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

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