Sagespring Wealth Partners’s Ares Capital ARCC Stock Holding History

Sagespring 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	$287K	Sell	15,472 -206	-1%	-$3.85K	﹤0.01%	705
2026 Q1	$283K	Buy	15,678 +299	+2%	+$5.79K	0.01%	683
2025 Q4	$311K	Sell	15,379 -364	-2%	-$7.34K	0.01%	610
2025 Q3	$321K	Buy	15,743 +75	+0.5%	+$1.67K	0.01%	588
2025 Q2	$344K	Sell	15,668 -382	-2%	-$8.12K	0.01%	537
2025 Q1	$356K	Sell	16,050 -643	-4%	-$14.6K	0.01%	468
2024 Q4	$365K	Buy	+16,693	New	+$360K	0.01%	422

Other funds holding ARCC

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

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

GAM

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Sagespring Wealth Partners reduced its Ares Capital (ARCC) stake by 1.3% in Q2 2026, selling an estimated $3.85K and leaving 15,472 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Sagespring Wealth Partners first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q4 2024. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Sagespring Wealth Partners held 15,472 shares of Ares Capital worth $287K as of Q2 2026.
Sagespring Wealth Partners sold 206 Ares Capital shares in Q2 2026, an estimated $3.85K.
Ares Capital made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #705 holding.
Sagespring Wealth Partners first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Ares Capital position peaked at $365K in Q4 2024.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.