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IPG Investment Advisors’s Ares Capital ARCC Stock Holding History

IPG Investment Advisors’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
-9,313
Closed -$206K – 180
2025
Q1 		$206K Sell
9,313
-4,516
-33% -$102K 0.05% 154
2024
Q4 		$303K Buy
13,829
+1,300
+10% +$28K 0.07% 128
2024
Q3 		$262K Sell
12,529
-1,000
-7% -$20.8K 0.06% 139
2024
Q2 		$282K Sell
13,529
-1,926
-12% -$40.2K 0.06% 133
2024
Q1 		$322K Sell
15,455
-3,082
-17% -$62.4K 0.07% 120
2023
Q4 		$371K Sell
18,537
-10,800
-37% -$211K 0.07% 128
2023
Q3 		$571K Sell
29,337
-3,950
-12% -$76.6K 0.13% 102
2023
Q2 		$625K Buy
33,287
+10,800
+48% +$199K 0.14% 95
2023
Q1 		$411K Sell
22,487
-4,623
-17% -$87.4K 0.09% 100
2022
Q4 		$501K Sell
27,110
-4,426
-14% -$83.1K 0.14% 75
2022
Q3 		$532K Sell
31,536
-3,028
-9% -$58.5K 0.15% 72
2022
Q2 		$620K Buy
34,564
+4,725
+16% +$93.1K 0.16% 72
2022
Q1 		$625K Hold
29,839
– – 0.12% 84
2021
Q4 		$633K Hold
29,839
– – 0.11% 97
2021
Q3 		$607K Sell
29,839
-778
-3% -$15.6K 0.19% 62
2021
Q2 		$600K Sell
30,617
-5,460
-15% -$106K 0.18% 75
2021
Q1 		$675K Sell
36,077
-28,755
-44% -$517K 0.13% 105
2020
Q4 		$1.1M Sell
64,832
-360
-0.6% -$5.58K 0.25% 59
2020
Q3 		$909K Sell
65,192
-120
-0.2% -$1.71K 0.26% 62
2020
Q2 		$944K Buy
65,312
+7,441
+13% +$100K 0.32% 48
2020
Q1 		$624K Buy
57,871
+17,379
+43% +$293K 0.26% 60
2019
Q4 		$755K Buy
+40,492
New +$752K 0.24% 61

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

IPG Investment Advisors's ARCC Position: Q2 2025 in Review

IPG Investment Advisors sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 9,313 shares — an estimated $206K sold.

IPG Investment Advisors first reported a position in ARCC in Q4 2019 and held it in 22 quarters. The position peaked at $1.1M in Q4 2020. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

  • IPG Investment Advisors reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
  • IPG Investment Advisors sold 9,313 Ares Capital shares in Q2 2025, an estimated $206K.
  • IPG Investment Advisors first reported a position in Ares Capital in Q4 2019 and held it in 22 quarters.
  • IPG Investment Advisors's Ares Capital position peaked at $1.1M in Q4 2020.
  • 835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on IPG Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.