Merkkuri Wealth Advisors’s Ares Capital ARCC Stock Holding History

Merkkuri 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
2026 Q1	$272K	Sell	15,117 -34,556	-70%	-$669K	0.18%	71
2025 Q4	$1M	Buy	49,673 +34,556	+229%	+$697K	0.68%	43
2025 Q3	$309K	Hold	15,117	–	–	0.22%	68
2025 Q2	$332K	Hold	15,117	–	–	0.25%	67
2025 Q1	$335K	Hold	15,117	–	–	0.29%	67
2024 Q4	$331K	Buy	15,117 +1	+0%	+$22	0.26%	68
2024 Q3	$317K	Buy	+15,116	New	+$314K	0.25%	67

Other funds holding ARCC

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

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

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Two Sigma Investments New York $124B AUM 33.93% 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

Merkkuri Wealth Advisors's ARCC Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its Ares Capital (ARCC) stake by 70% in Q1 2026, selling an estimated $669K and leaving 15,117 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #71.

Merkkuri Wealth Advisors first reported a position in ARCC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Merkkuri Wealth Advisors held 15,117 shares of Ares Capital worth $272K as of Q1 2026.
Merkkuri Wealth Advisors sold 34,556 Ares Capital shares in Q1 2026, an estimated $669K.
Ares Capital made up 0.18% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Merkkuri Wealth Advisors first reported a position in Ares Capital in Q3 2024 and has held it in 7 quarters since.
Merkkuri Wealth Advisors's Ares Capital position peaked at $1M in Q4 2025.
806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

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