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Morningstar Investment Management’s Ares Capital ARCC Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-20,879
Closed -$459K – 480
2025
Q2 		$459K Buy
20,879
+2,210
+12% +$47K 0.04% 122
2025
Q1 		$414K Buy
+18,669
New +$424K 0.04% 64

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5.53B AUM 35.1% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morningstar Investment Management's ARCC Position: Q3 2025 in Review

Morningstar Investment Management sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 20,879 shares — an estimated $459K sold.

Morningstar Investment Management first reported a position in ARCC in Q1 2025 and held it in 2 quarters. The position peaked at $459K in Q2 2025. 788 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Morningstar Investment Management reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 20,879 Ares Capital shares in Q3 2025, an estimated $459K.
  • Morningstar Investment Management first reported a position in Ares Capital in Q1 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Ares Capital position peaked at $459K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.