Meridian Wealth Advisors’s Ares Capital ARCC Stock Holding History

Meridian Wealth Advisors’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	–	Sell	-13,500	Closed	-$296K	–	188
2025 Q2	$296K	Hold	13,500	–	–	0.05%	151
2025 Q1	$299K	Hold	13,500	–	–	0.05%	144
2024 Q4	$296K	Buy	13,500 +2,000	+17%	+$43.1K	0.05%	147
2024 Q3	$241K	Buy	+11,500	New	+$239K	0.04%	162

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Advisors's ARCC Position: Q3 2025 in Review

Meridian Wealth Advisors sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 13,500 shares — an estimated $296K sold.

Meridian Wealth Advisors first reported a position in ARCC in Q3 2024 and held it in 4 quarters. The position peaked at $299K in Q1 2025. 788 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

Meridian Wealth Advisors reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
Meridian Wealth Advisors sold 13,500 Ares Capital shares in Q3 2025, an estimated $296K.
Meridian Wealth Advisors first reported a position in Ares Capital in Q3 2024 and held it in 4 quarters.
Meridian Wealth Advisors's Ares Capital position peaked at $299K in Q1 2025.
788 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Meridian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.