RWA
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Redmont Wealth Advisors’s Ares Capital ARCC Stock Holding History

Redmont Wealth Advisors’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
Q4 		$105K Sell
5,174
-6,098
-54% -$123K 0.16% 64
2025
Q3 		$230K Buy
11,272
+410
+4% +$9.11K 0.32% 64
2025
Q2 		$239K Hold
10,862
– – 0.35% 60
2025
Q1 		$241K Sell
10,862
-851
-7% -$19.3K 0.47% 53
2024
Q4 		$256K Hold
11,713
– – 0.44% 58
2024
Q3 		$245K Hold
11,713
– – 0.38% 61
2024
Q2 		$244K Sell
11,713
-1,285
-10% -$26.8K 0.38% 64
2024
Q1 		$271K Sell
12,998
-29
-0.2% -$587 0.37% 60
2023
Q4 		$261K Buy
+13,027
New +$254K 0.38% 59

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 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 $1.47T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return