MWPCG
ARCC icon

Measured Wealth Private Client Group’s Ares Capital ARCC Stock Holding History

Measured Wealth Private Client Group’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 		$11.4K Sell
613
-6,078
-91% -$113K ﹤0.01% 566
2026
Q1 		$121K Sell
6,691
-3,185
-32% -$61.7K 0.03% 223
2025
Q4 		$200K Sell
9,876
-25,908
-72% -$523K 0.05% 190
2025
Q3 		$730K Sell
35,784
-808
-2% -$18K 0.2% 67
2025
Q2 		$804K Buy
36,592
+39
+0.1% +$829 0.24% 60
2025
Q1 		$810K Buy
36,553
+976
+3% +$22.2K 0.26% 51
2024
Q4 		$779K Sell
35,577
-42
-0.1% -$906 0.25% 51
2024
Q3 		$746K Buy
35,619
+1,365
+4% +$28.4K 0.25% 54
2024
Q2 		$714K Buy
34,254
+1,945
+6% +$40.6K 0.25% 62
2024
Q1 		$673K Buy
32,309
+2,002
+7% +$40.6K 0.24% 72
2023
Q4 		$607K Buy
30,307
+1,813
+6% +$35.4K 0.22% 75
2023
Q3 		$555K Buy
28,494
+2,748
+11% +$53.3K 0.22% 74
2023
Q2 		$484K Buy
25,746
+3,909
+18% +$72.2K 0.18% 92
2023
Q1 		$399K Buy
21,837
+4,924
+29% +$93.1K 0.15% 105
2022
Q4 		$312K Buy
+16,913
New +$318K 0.13% 113

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Measured Wealth Private Client Group's ARCC Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Ares Capital (ARCC) stake by 91% in Q2 2026, selling an estimated $113K and leaving 613 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Measured Wealth Private Client Group first reported a position in ARCC in Q4 2022 and has held it in 15 quarters since. The position peaked at $810K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Measured Wealth Private Client Group held 613 shares of Ares Capital worth $11.4K as of Q2 2026.
  • Measured Wealth Private Client Group sold 6,078 Ares Capital shares in Q2 2026, an estimated $113K.
  • Ares Capital made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #566 holding.
  • Measured Wealth Private Client Group first reported a position in Ares Capital in Q4 2022 and has held it in 15 quarters since.
  • Measured Wealth Private Client Group's Ares Capital position peaked at $810K in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.