NewEdge Wealth’s Ares Capital ARCC Stock Holding History

NewEdge 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 Q2	$2.11M	Sell
2025 Q1	$2.18M	Sell
2024 Q4	$2.33M	Buy
2024 Q3	$1.61M	Sell
2024 Q2	$1.61M	Sell
2024 Q1	$1.59M	Buy
2023 Q4	$1.5M	Buy
2023 Q1	–	Sell
2022 Q4	$266K	Buy