Obermeyer Wealth Partners
ARCC icon

Obermeyer Wealth Partners’s Ares Capital ARCC Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$6.93M Buy
362,739
+66,038
+22% +$1.28M 0.28% 41
2026
Q2 		$5.5M Buy
296,701
+10,249
+4% +$191K 0.22% 43
2026
Q1 		$5.16M Sell
286,452
-126,699
-31% -$2.45M 0.24% 45
2025
Q4 		$8.36M Buy
413,151
+42,992
+12% +$867K 0.38% 45
2025
Q3 		$7.55M Buy
370,159
+200,303
+118% +$4.45M 0.35% 48
2025
Q2 		$3.73M Buy
169,856
+5,400
+3% +$115K 0.19% 52
2025
Q1 		$3.64M Sell
164,456
-10,457
-6% -$237K 0.19% 51
2024
Q4 		$3.83M Buy
174,913
+18,898
+12% +$408K 0.2% 52
2024
Q3 		$3.27M Buy
156,015
+5,526
+4% +$115K 0.17% 54
2024
Q2 		$3.14M Buy
150,489
+11,785
+8% +$246K 0.18% 54
2024
Q1 		$2.89M Buy
138,704
+92,569
+201% +$1.88M 0.17% 52
2023
Q4 		$924K Buy
46,135
+4,762
+12% +$92.9K 0.06% 78
2023
Q3 		$806K Buy
41,373
+2,709
+7% +$52.5K 0.06% 78
2023
Q2 		$726K Buy
38,664
+1,541
+4% +$28.5K 0.05% 90
2023
Q1 		$678K Buy
37,123
+3,934
+12% +$74.4K 0.05% 96
2022
Q4 		$613K Buy
33,189
+11,648
+54% +$219K 0.05% 101
2022
Q3 		$364K Sell
21,541
-3,309
-13% -$64K 0.03% 132
2022
Q2 		$446K Sell
24,850
-579
-2% -$11.4K 0.03% 117
2022
Q1 		$533K Sell
25,429
-3,243
-11% -$69.1K 0.03% 121
2021
Q4 		$608K Buy
28,672
+9,368
+49% +$195K 0.03% 108
2021
Q3 		$392K Buy
19,304
+3,565
+23% +$71.4K 0.02% 136
2021
Q2 		$308K Hold
15,739
– – 0.02% 168
2021
Q1 		$294K Buy
15,739
+1,857
+13% +$33.4K 0.02% 166
2020
Q4 		$234K Buy
+13,882
New +$215K 0.02% 137

Other funds holding ARCC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Obermeyer Wealth Partners's ARCC Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Ares Capital (ARCC) stake by 22% in Q3 2026, buying an estimated $1.28M and bringing the position to 362,739 shares worth $6.93M. The position accounts for 0.28% of the portfolio, ranked #41.

Obermeyer Wealth Partners first reported a position in ARCC in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.36M in Q4 2025. 229 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Obermeyer Wealth Partners held 362,739 shares of Ares Capital worth $6.93M as of Q3 2026.
  • Obermeyer Wealth Partners bought 66,038 Ares Capital shares in Q3 2026, an estimated $1.28M.
  • Ares Capital made up 0.28% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #41 holding.
  • Obermeyer Wealth Partners first reported a position in Ares Capital in Q4 2020 and has held it in 24 quarters since.
  • Obermeyer Wealth Partners's Ares Capital position peaked at $8.36M in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.