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Laird Norton Wetherby Wealth Management’s Ares Capital ARCC Stock Holding History

Laird Norton Wetherby 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 		$432K Buy
21,179
+7,400
+54% +$164K 0.02% 629
2025
Q2 		$303K Buy
+13,779
New +$293K 0.01% 717
2024
Q4 		$346K Sell
15,816
-369
-2% -$7.96K 0.02% 655
2024
Q3 		$339K Hold
16,185
– – 0.02% 687
2024
Q2 		$337K Sell
16,185
-185
-1% -$3.86K 0.02% 671
2024
Q1 		$341K Sell
16,370
-7,067
-30% -$143K 0.02% 701
2023
Q4 		$469K Sell
23,437
-3,072
-12% -$59.9K 0.02% 569
2023
Q3 		$516K Buy
26,509
+657
+3% +$12.7K 0.03% 515
2023
Q2 		$486K Sell
25,852
-1,506
-6% -$27.8K 0.03% 549
2023
Q1 		$500K Buy
27,358
+1,114
+4% +$21.1K 0.03% 535
2022
Q4 		$485K Sell
26,244
-8,382
-24% -$157K 0.03% 530
2022
Q3 		$585K Sell
34,626
-45
-0.1% -$870 0.04% 438
2022
Q2 		$622K Buy
34,671
+10,694
+45% +$211K 0.04% 424
2022
Q1 		$502K Sell
23,977
-2,175
-8% -$46.4K 0.03% 518
2021
Q4 		$554K Sell
26,152
-108
-0.4% -$2.24K 0.03% 484
2021
Q3 		$533K Buy
26,260
+794
+3% +$15.9K 0.03% 484
2021
Q2 		$499K Buy
+25,466
New +$493K 0.03% 514
2021
Q1 		– Sell
-20,153
Closed -$341K – 788
2020
Q4 		$341K Buy
+20,153
New +$312K 0.02% 608
2020
Q1 		– Sell
-38,155
Closed -$712K – 688
2019
Q4 		$712K Buy
38,155
+417
+1% +$7.74K 0.07% 308
2019
Q3 		$703K Hold
37,738
– – 0.07% 297
2019
Q2 		$677K Buy
+37,738
New +$668K 0.07% 295

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

Laird Norton Wetherby Wealth Management's ARCC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Ares Capital (ARCC) stake by 54% in Q3 2025, buying an estimated $164K and bringing the position to 21,179 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #629.

Laird Norton Wetherby Wealth Management first reported a position in ARCC in Q2 2019 and has held it in 21 quarters since. The position peaked at $712K in Q4 2019. 790 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 21,179 shares of Ares Capital worth $432K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 7,400 Ares Capital shares in Q3 2025, an estimated $164K.
  • Ares Capital made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #629 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Ares Capital in Q2 2019 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's Ares Capital position peaked at $712K in Q4 2019.
  • 790 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

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