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Sterling Group Wealth Management’s Ares Capital ARCC Stock Holding History

Sterling Group 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 		$188K Sell
10,411
-27,069
-72% -$524K 0.09% 58
2025
Q4 		$758K Buy
+37,480
New +$756K 0.37% 22

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 $25.2B AUM 30.31% 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 $4.79B AUM 26.21% 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

Sterling Group Wealth Management's ARCC Position: Q1 2026 in Review

Sterling Group Wealth Management reduced its Ares Capital (ARCC) stake by 72% in Q1 2026, selling an estimated $524K and leaving 10,411 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #58.

Sterling Group Wealth Management first reported a position in ARCC in Q4 2025 and has held it in 2 quarters since. The position peaked at $758K in Q4 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Sterling Group Wealth Management held 10,411 shares of Ares Capital worth $188K as of Q1 2026.
  • Sterling Group Wealth Management sold 27,069 Ares Capital shares in Q1 2026, an estimated $524K.
  • Ares Capital made up 0.09% of Sterling Group Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Sterling Group Wealth Management first reported a position in Ares Capital in Q4 2025 and has held it in 2 quarters since.
  • Sterling Group Wealth Management's Ares Capital position peaked at $758K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.