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Elevatus Welath Management’s Ares Capital ARCC Stock Holding History

Elevatus Welath 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
Q2 		– Sell
-9,126
Closed -$202K – 115
2025
Q1 		$202K Sell
9,126
-1,162
-11% -$26.4K 0.11% 102
2024
Q4 		$225K Buy
10,288
+199
+2% +$4.29K 0.08% 93
2024
Q3 		$211K Sell
10,089
-1,336
-12% -$27.8K 0.07% 100
2024
Q2 		$238K Hold
11,425
– – 0.09% 87
2024
Q1 		$238K Sell
11,425
-509
-4% -$10.3K 0.09% 77
2023
Q4 		$239K Sell
11,934
-1,736
-13% -$33.9K 0.11% 76
2023
Q3 		$266K Buy
+13,670
New +$265K 0.24% 52

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Elevatus Welath Management's ARCC Position: Q2 2025 in Review

Elevatus Welath Management sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 9,126 shares — an estimated $202K sold.

Elevatus Welath Management first reported a position in ARCC in Q3 2023 and held it in 7 quarters. The position peaked at $266K in Q3 2023. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

  • Elevatus Welath Management reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
  • Elevatus Welath Management sold 9,126 Ares Capital shares in Q2 2025, an estimated $202K.
  • Elevatus Welath Management first reported a position in Ares Capital in Q3 2023 and held it in 7 quarters.
  • Elevatus Welath Management's Ares Capital position peaked at $266K in Q3 2023.
  • 835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Elevatus Welath Management's 13F filing for Q2 2025, filed 14 Aug 2025.