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Evolution Wealth Management’s Ares Capital ARCC Stock Holding History

Evolution 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
-266
Closed -$5.38K – 855
2025
Q4 		$5.38K Hold
266
– – ﹤0.01% 539
2025
Q3 		$5.43K Sell
266
-333
-56% -$7.4K 0.01% 441
2025
Q2 		$13.2K Buy
+599
New +$12.7K 0.02% 326

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

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

Evolution Wealth Management sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 266 shares — an estimated $5.38K sold.

Evolution Wealth Management first reported a position in ARCC in Q2 2025 and held it in 3 quarters. The position peaked at $13.2K in Q2 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Evolution Wealth Management reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 266 Ares Capital shares in Q1 2026, an estimated $5.38K.
  • Evolution Wealth Management first reported a position in Ares Capital in Q2 2025 and held it in 3 quarters.
  • Evolution Wealth Management's Ares Capital position peaked at $13.2K in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.