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 Q2	$572K	Sell	30,842 -43,155	-58%	-$806K	0.04%	185
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 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

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

Strategic Wealth Partners reduced its Ares Capital (ARCC) stake by 58% in Q2 2026, selling an estimated $806K and leaving 30,842 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #185.

Strategic Wealth Partners first reported a position in ARCC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q4 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Strategic Wealth Partners held 30,842 shares of Ares Capital worth $572K as of Q2 2026.
Strategic Wealth Partners sold 43,155 Ares Capital shares in Q2 2026, an estimated $806K.
Ares Capital made up 0.04% of Strategic Wealth Partners's portfolio in Q2 2026, its #185 holding.
Strategic Wealth Partners first reported a position in Ares Capital in Q2 2023 and has held it in 12 quarters since.
Strategic Wealth Partners's Ares Capital position peaked at $1.56M in Q4 2025.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.