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Maridea Wealth Management’s Ares Capital ARCC Stock Holding History

Maridea 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
2026
Q1 		$339K Sell
18,805
-12,623
-40% -$244K 0.05% 320
2025
Q4 		$636K Sell
31,428
-1,631
-5% -$32.9K 0.1% 205
2025
Q3 		$648K Buy
33,059
+1,557
+5% +$34.6K 0.1% 194
2025
Q2 		$692K Buy
31,502
+589
+2% +$12.5K 0.18% 112
2025
Q1 		$685K Sell
30,913
-432
-1% -$9.8K 0.22% 87
2024
Q4 		$686K Buy
+31,345
New +$676K 0.22% 77

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Maridea Wealth Management's ARCC Position: Q1 2026 in Review

Maridea Wealth Management reduced its Ares Capital (ARCC) stake by 40% in Q1 2026, selling an estimated $244K and leaving 18,805 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #320.

Maridea Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $692K in Q2 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Maridea Wealth Management held 18,805 shares of Ares Capital worth $339K as of Q1 2026.
  • Maridea Wealth Management sold 12,623 Ares Capital shares in Q1 2026, an estimated $244K.
  • Ares Capital made up 0.05% of Maridea Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Maridea Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Ares Capital position peaked at $692K in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.