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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Obermeyer Wealth Partners's ARCC Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Ares Capital (ARCC) stake by 3.6% in Q2 2026, buying an estimated $191K and bringing the position to 296,701 shares worth $5.5M. The position accounts for 0.22% of the portfolio, ranked #43.

Obermeyer Wealth Partners first reported a position in ARCC in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.36M in Q4 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Obermeyer Wealth Partners held 296,701 shares of Ares Capital worth $5.5M as of Q2 2026.
  • Obermeyer Wealth Partners bought 10,249 Ares Capital shares in Q2 2026, an estimated $191K.
  • Ares Capital made up 0.22% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Obermeyer Wealth Partners first reported a position in Ares Capital in Q4 2020 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's Ares Capital position peaked at $8.36M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.