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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Obermeyer Wealth Partners's ARCC Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Ares Capital (ARCC) stake by 31% in Q1 2026, selling an estimated $2.45M and leaving 286,452 shares worth $5.16M. The position accounts for 0.24% of the portfolio, ranked #45.

Obermeyer Wealth Partners first reported a position in ARCC in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.36M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Obermeyer Wealth Partners held 286,452 shares of Ares Capital worth $5.16M as of Q1 2026.
  • Obermeyer Wealth Partners sold 126,699 Ares Capital shares in Q1 2026, an estimated $2.45M.
  • Ares Capital made up 0.24% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Obermeyer Wealth Partners first reported a position in Ares Capital in Q4 2020 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Ares Capital position peaked at $8.36M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.