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SHP Wealth Management’s Ares Capital ARCC Stock Holding History

SHP 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
Q1 		$1.26K Sell
70
-1,993
-97% -$38.6K ﹤0.01% 1403
2025
Q4 		$41.7K Buy
+2,063
New +$41.6K ﹤0.01% 519

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's ARCC Position: Q1 2026 in Review

SHP Wealth Management reduced its Ares Capital (ARCC) stake by 97% in Q1 2026, selling an estimated $38.6K and leaving 70 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

SHP Wealth Management first reported a position in ARCC in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.7K in Q4 2025. 809 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • SHP Wealth Management held 70 shares of Ares Capital worth $1.26K as of Q1 2026.
  • SHP Wealth Management sold 1,993 Ares Capital shares in Q1 2026, an estimated $38.6K.
  • Ares Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1403 holding.
  • SHP Wealth Management first reported a position in Ares Capital in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Ares Capital position peaked at $41.7K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.