FLP Wealth Management’s Ares Capital ARCC Stock Holding History

FLP 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
2025 Q1	–	Sell	-61	Closed	-$1.33K	–	87
2024 Q4	$1.33K	Buy	+61	New	+$1.32K	﹤0.01%	399

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

FLP Wealth Management's ARCC Position: Q1 2025 in Review

FLP Wealth Management sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 61 shares — an estimated $1.33K sold.

FLP Wealth Management first reported a position in ARCC in Q4 2024 and held it in 1 quarter. The position peaked at $1.33K in Q4 2024. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

FLP Wealth Management reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 61 Ares Capital shares in Q1 2025, an estimated $1.33K.
FLP Wealth Management first reported a position in Ares Capital in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Ares Capital position peaked at $1.33K in Q4 2024.
828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.