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Strategic Wealth Partners’s Ares Capital ARCC Stock Holding History

Strategic 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
Q1 		$1.33M Sell
73,997
-3,059
-4% -$59.2K 0.09% 127
2025
Q4 		$1.56M Buy
77,056
+24,954
+48% +$503K 0.11% 124
2025
Q3 		$1.06M Sell
52,102
-756
-1% -$16.8K 0.08% 154
2025
Q2 		$1.16M Buy
+52,858
New +$1.12M 0.09% 144
2024
Q4 		$1.23M Sell
53,149
-1,793
-3% -$38.7K 0.1% 133
2024
Q3 		$1.15M Buy
54,942
+1,743
+3% +$36.2K 0.11% 135
2024
Q2 		$1.11M Buy
53,199
+1,314
+3% +$27.4K 0.12% 126
2024
Q1 		$1.08M Hold
51,885
– – 0.12% 127
2023
Q4 		$1.04M Buy
51,885
+50
+0.1% +$975 0.13% 126
2023
Q3 		$1.01M Buy
51,835
+3,933
+8% +$76.3K 0.13% 153
2023
Q2 		$900K Buy
+47,902
New +$885K 0.12% 158

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

Strategic Wealth Partners's ARCC Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Ares Capital (ARCC) stake by 4% in Q1 2026, selling an estimated $59.2K and leaving 73,997 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #127.

Strategic Wealth Partners first reported a position in ARCC in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Strategic Wealth Partners held 73,997 shares of Ares Capital worth $1.33M as of Q1 2026.
  • Strategic Wealth Partners sold 3,059 Ares Capital shares in Q1 2026, an estimated $59.2K.
  • Ares Capital made up 0.09% of Strategic Wealth Partners's portfolio in Q1 2026, its #127 holding.
  • Strategic Wealth Partners first reported a position in Ares Capital in Q2 2023 and has held it in 11 quarters since.
  • Strategic Wealth Partners's Ares Capital position peaked at $1.56M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.