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Hemington Wealth Management’s Ares Capital ARCC Stock Holding History

Hemington 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
-1,327
Closed -$29K – 1505
2024
Q4 		$29K Buy
1,327
+28
+2% +$604 0.01% 440
2024
Q3 		$27K Buy
+1,299
New +$27K 0.01% 426

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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Hemington Wealth Management sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 1,327 shares — an estimated $29K sold.

Hemington Wealth Management first reported a position in ARCC in Q3 2024 and held it in 2 quarters. The position peaked at $29K in Q4 2024. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

  • Hemington Wealth Management reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 1,327 Ares Capital shares in Q1 2025, an estimated $29K.
  • Hemington Wealth Management first reported a position in Ares Capital in Q3 2024 and held it in 2 quarters.
  • Hemington Wealth Management's Ares Capital position peaked at $29K in Q4 2024.
  • 828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Hemington Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.