SWM
ARCC icon

Sculati Wealth Management’s Ares Capital ARCC Stock Holding History

Sculati Wealth Management’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 		$895K Sell
46,708
-50,947
-52% -$951K 0.3% 71
2026
Q1 		$1.76M Sell
97,655
-7,821
-7% -$151K 0.65% 46
2025
Q4 		$2.13M Sell
105,476
-1,499
-1% -$30.2K 0.75% 41
2025
Q3 		$2.18M Sell
106,975
-481
-0.4% -$10.7K 0.77% 40
2025
Q2 		$2.36M Sell
107,456
-3,989
-4% -$84.8K 0.89% 39
2025
Q1 		$2.47M Sell
111,445
-197
-0.2% -$4.47K 1% 30
2024
Q4 		$2.44M Buy
111,642
+2,487
+2% +$53.7K 0.97% 31
2024
Q3 		$2.29M Sell
109,155
-5,440
-5% -$113K 0.91% 32
2024
Q2 		$2.39M Sell
114,595
-1,149
-1% -$24K 1.02% 31
2024
Q1 		$2.41M Buy
115,744
+2,565
+2% +$52K 1.04% 33
2023
Q4 		$2.27M Buy
113,179
+815
+0.7% +$15.9K 1.06% 33
2023
Q3 		$2.19M Buy
112,364
+2,537
+2% +$49.2K 1.12% 28
2023
Q2 		$2.06M Sell
109,827
-1,747
-2% -$32.3K 1.04% 29
2023
Q1 		$2.04M Buy
111,574
+2,586
+2% +$48.9K 1.08% 29
2022
Q4 		$2.01M Buy
108,988
+1,253
+1% +$23.5K 1.13% 30
2022
Q3 		$1.82M Buy
107,735
+1,440
+1% +$27.8K 1.07% 30
2022
Q2 		$1.91M Buy
106,295
+3,490
+3% +$68.8K 1.09% 28
2022
Q1 		$2.15M Buy
102,805
+4,570
+5% +$97.4K 1.05% 30
2021
Q4 		$2.08M Buy
98,235
+1,885
+2% +$39.1K 1.01% 31
2021
Q3 		$1.96M Buy
96,350
+800
+0.8% +$16K 1.04% 32
2021
Q2 		$1.87M Buy
95,550
+389
+0.4% +$7.53K 0.99% 34
2021
Q1 		$1.78M Buy
95,161
+6,680
+8% +$120K 1.03% 34
2020
Q4 		$1.49M Buy
88,481
+1,570
+2% +$24.3K 0.98% 35
2020
Q3 		$1.21M Buy
86,911
+5,171
+6% +$73.6K 0.91% 36
2020
Q2 		$1.18M Buy
81,740
+2,645
+3% +$35.7K 1% 37
2020
Q1 		$853K Buy
79,095
+1,935
+3% +$32.6K 0.94% 36
2019
Q4 		$1.44M Buy
+77,160
New +$1.43M 1.29% 28

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

Sculati Wealth Management's ARCC Position: Q2 2026 in Review

Sculati Wealth Management reduced its Ares Capital (ARCC) stake by 52% in Q2 2026, selling an estimated $951K and leaving 46,708 shares worth $895K. The position accounts for 0.3% of the portfolio, ranked #71.

Sculati Wealth Management first reported a position in ARCC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.47M in Q1 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Sculati Wealth Management held 46,708 shares of Ares Capital worth $895K as of Q2 2026.
  • Sculati Wealth Management sold 50,947 Ares Capital shares in Q2 2026, an estimated $951K.
  • Ares Capital made up 0.3% of Sculati Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Sculati Wealth Management first reported a position in Ares Capital in Q4 2019 and has held it in 27 quarters since.
  • Sculati Wealth Management's Ares Capital position peaked at $2.47M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.