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Global Wealth Strategies & Associates’s Ares Capital ARCC Stock Holding History

Global Wealth Strategies & Associates’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
-709
Closed -$14.3K – 545
2025
Q4 		$14.3K Buy
709
+677
+2,116% +$13.7K ﹤0.01% 271
2025
Q3 		$653 Buy
+32
New +$711 ﹤0.01% 440

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Global Wealth Strategies & Associates's ARCC Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Ares Capital (ARCC) in Q1 2026, closing a stake of 709 shares — an estimated $14.3K sold.

Global Wealth Strategies & Associates first reported a position in ARCC in Q3 2025 and held it in 2 quarters. The position peaked at $14.3K in Q4 2025. 810 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Ares Capital position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 709 Ares Capital shares in Q1 2026, an estimated $14.3K.
  • Global Wealth Strategies & Associates first reported a position in Ares Capital in Q3 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Ares Capital position peaked at $14.3K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.