Morse Asset Management’s Ares Capital ARCC Stock Holding History

Morse Asset 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 Q4	–	Sell	-600	Closed	-$12.2K	–	395
2025 Q3	$12.2K	Hold	600	–	–	﹤0.01%	258
2025 Q2	$13.2K	Hold	600	–	–	﹤0.01%	248
2025 Q1	$13.3K	Sell	600 -200	-25%	-$4.54K	﹤0.01%	238
2024 Q4	$17.5K	Sell	800 -300	-27%	-$6.47K	﹤0.01%	233
2024 Q3	$23K	Buy	+1,100	New	+$22.8K	0.01%	244

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morse Asset Management's ARCC Position: Q4 2025 in Review

Morse Asset Management sold out of Ares Capital (ARCC) in Q4 2025, closing a stake of 600 shares — an estimated $12.2K sold.

Morse Asset Management first reported a position in ARCC in Q3 2024 and held it in 5 quarters. The position peaked at $23K in Q3 2024. 833 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Morse Asset Management reported no remaining Ares Capital position as of Q4 2025 after selling out during the quarter.
Morse Asset Management sold 600 Ares Capital shares in Q4 2025, an estimated $12.2K.
Morse Asset Management first reported a position in Ares Capital in Q3 2024 and held it in 5 quarters.
Morse Asset Management's Ares Capital position peaked at $23K in Q3 2024.
833 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Morse Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.