Morton Brown Family Wealth’s Ares Capital ARCC Stock Holding History

Morton Brown Family Wealth’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 Q1	–	Sell	-60	Closed	-$1.31K	–	328
2024 Q4	$1.31K	Hold	60	–	–	﹤0.01%	246
2024 Q3	$1.26K	Buy	+60	New	+$1.25K	﹤0.01%	236
2024 Q1	–	Sell	-2,682	Closed	-$53.7K	–	223
2023 Q4	$53.7K	Buy	+2,682	New	+$52.3K	0.02%	97

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morton Brown Family Wealth's ARCC Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 60 shares — an estimated $1.31K sold.

Morton Brown Family Wealth first reported a position in ARCC in Q4 2023 and held it in 3 quarters. The position peaked at $53.7K in Q4 2023. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

Morton Brown Family Wealth reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 60 Ares Capital shares in Q1 2025, an estimated $1.31K.
Morton Brown Family Wealth first reported a position in Ares Capital in Q4 2023 and held it in 3 quarters.
Morton Brown Family Wealth's Ares Capital position peaked at $53.7K in Q4 2023.
828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.