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Laidlaw Wealth Management’s Ares Capital ARCC Stock Holding History

Laidlaw 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
Q3 		– Sell
-10,325
Closed -$227K – 61
2025
Q2 		$227K Sell
10,325
-300
-3% -$6.38K 0.65% 39
2025
Q1 		$235K Sell
10,625
-1,550
-13% -$35.2K 0.69% 40
2024
Q4 		$267K Buy
12,175
+125
+1% +$2.7K 0.12% 148
2024
Q3 		$252K Buy
+12,050
New +$250K 0.12% 146
2024
Q1 		– Sell
-17,952
Closed -$360K – 178
2023
Q4 		$360K Hold
17,952
– – 0.13% 164
2023
Q3 		$350K Sell
17,952
-50
-0.3% -$969 0.12% 187
2023
Q2 		$338K Buy
18,002
+301
+2% +$5.56K 0.07% 249
2023
Q1 		$323K Sell
17,701
-1
-0% -$19 0.07% 250
2022
Q4 		$327K Sell
17,702
-6,350
-26% -$119K 0.07% 255
2022
Q3 		$406K Sell
24,052
-921
-4% -$17.8K 0.09% 194
2022
Q2 		$448K Sell
24,973
-3,925
-14% -$77.4K 0.09% 207
2022
Q1 		$605K Buy
28,898
+3,465
+14% +$73.8K 0.1% 194
2021
Q4 		$539K Sell
25,433
-2,053
-7% -$42.6K 0.09% 214
2021
Q3 		$559K Buy
27,486
+11
+0% +$220 0.14% 141
2021
Q2 		$538K Sell
27,475
-7,076
-20% -$137K 0.14% 141
2021
Q1 		$646K Buy
34,551
+408
+1% +$7.33K 0.22% 106
2020
Q4 		$577K Buy
34,143
+13,984
+69% +$217K 0.12% 172
2020
Q3 		$281K Buy
20,159
+2,639
+15% +$37.5K 0.12% 164
2020
Q2 		$253K Buy
17,520
+139
+0.8% +$1.88K 0.13% 145
2020
Q1 		$187K Buy
17,381
+700
+4% +$11.8K 0.12% 142
2019
Q4 		$311K Buy
+16,681
New +$310K 0.2% 124

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laidlaw Wealth Management's ARCC Position: Q3 2025 in Review

Laidlaw Wealth Management sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 10,325 shares — an estimated $227K sold.

Laidlaw Wealth Management first reported a position in ARCC in Q4 2019 and held it in 21 quarters. The position peaked at $646K in Q1 2021. 791 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Laidlaw Wealth Management reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,325 Ares Capital shares in Q3 2025, an estimated $227K.
  • Laidlaw Wealth Management first reported a position in Ares Capital in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Ares Capital position peaked at $646K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Laidlaw Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.