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 Q2	$255K	Sell	13,739 -5,066	-27%	-$94.6K	0.03%	469
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 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

Maridea Wealth Management's ARCC Position: Q2 2026 in Review

Maridea Wealth Management reduced its Ares Capital (ARCC) stake by 27% in Q2 2026, selling an estimated $94.6K and leaving 13,739 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #469.

Maridea Wealth Management first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $692K in Q2 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Maridea Wealth Management held 13,739 shares of Ares Capital worth $255K as of Q2 2026.
Maridea Wealth Management sold 5,066 Ares Capital shares in Q2 2026, an estimated $94.6K.
Ares Capital made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #469 holding.
Maridea Wealth Management first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Ares Capital position peaked at $692K in Q2 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.