LeClair Wealth Partners’s Ares Capital ARCC Stock Holding History

LeClair Wealth Partners’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 Q2	$391K	Buy	+21,087	New	+$394K	0.2%	78
2026 Q1	–	Sell	-21,087	Closed	-$427K	–	109
2025 Q4	$427K	Hold	21,087	–	–	0.25%	58
2025 Q3	$430K	Hold	21,087	–	–	0.27%	54
2025 Q2	$463K	Sell	21,087 -1,400	-6%	-$29.8K	0.31%	54
2025 Q1	$498K	Hold	22,487	–	–	0.36%	53
2024 Q4	$492K	Buy	+22,487	New	+$485K	0.33%	59

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LeClair Wealth Partners's ARCC Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Ares Capital (ARCC) in Q2 2026: 21,087 shares worth $391K. The stake represents 0.2% of the portfolio and ranks #78 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in ARCC as recently as Q4 2025.

LeClair Wealth Partners first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $498K in Q1 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

LeClair Wealth Partners held 21,087 shares of Ares Capital worth $391K as of Q2 2026.
Ares Capital was a new LeClair Wealth Partners position in Q2 2026.
Ares Capital made up 0.2% of LeClair Wealth Partners's portfolio in Q2 2026, its #78 holding.
LeClair Wealth Partners first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's Ares Capital position peaked at $498K in Q1 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.