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 New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Redmont Wealth Advisors's ARCC Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Ares Capital (ARCC) stake by 54% in Q4 2025, selling an estimated $123K and leaving 5,174 shares worth $105K. The position accounts for 0.16% of the portfolio, ranked #64.

Redmont Wealth Advisors first reported a position in ARCC in Q4 2023 and has held it in 9 quarters since. The position peaked at $271K in Q1 2024. 831 funds tracked by Wall St. Rank hold ARCC as of Q4 2025.

Redmont Wealth Advisors held 5,174 shares of Ares Capital worth $105K as of Q4 2025.
Redmont Wealth Advisors sold 6,098 Ares Capital shares in Q4 2025, an estimated $123K.
Ares Capital made up 0.16% of Redmont Wealth Advisors's portfolio in Q4 2025, its #64 holding.
Redmont Wealth Advisors first reported a position in Ares Capital in Q4 2023 and has held it in 9 quarters since.
Redmont Wealth Advisors's Ares Capital position peaked at $271K in Q1 2024.
831 funds tracked by Wall St. Rank held Ares Capital as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.