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Total Clarity Wealth Management’s Ares Capital ARCC Stock Holding History

Total Clarity 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
2025
Q2 		– Sell
-11,582
Closed -$254K – 289
2025
Q1 		$254K Hold
11,582
– – 0.08% 216
2024
Q4 		$254K Buy
11,582
+1,672
+17% +$36.1K 0.08% 217
2024
Q3 		$208K Buy
+9,910
New +$206K 0.07% 240
2023
Q4 		– Sell
-10,265
Closed -$200K – 234
2023
Q3 		$200K Buy
+10,265
New +$199K 0.1% 209
2022
Q4 		– Sell
-12,060
Closed -$204K – 226
2022
Q3 		$204K Sell
12,060
-1,786
-13% -$34.5K 0.13% 214
2022
Q2 		$248K Sell
13,846
-5,610
-29% -$111K 0.13% 168
2022
Q1 		$408K Sell
19,456
-1,022
-5% -$21.8K 0.22% 121
2021
Q4 		$434K Buy
20,478
+5,005
+32% +$104K 0.2% 116
2021
Q3 		$315K Buy
+15,473
New +$310K 0.15% 151
2021
Q2 		– Sell
-4,542
Closed -$85K – 221
2021
Q1 		$85K Buy
+4,542
New +$81.7K 0.05% 261
2020
Q1 		– Sell
-6,920
Closed -$129K – 118
2019
Q4 		$129K Buy
+6,920
New +$128K 0.1% 158

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Total Clarity Wealth Management's ARCC Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 11,582 shares — an estimated $254K sold.

Total Clarity Wealth Management first reported a position in ARCC in Q4 2019 and held it in 11 quarters. The position peaked at $434K in Q4 2021. 837 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

  • Total Clarity Wealth Management reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 11,582 Ares Capital shares in Q2 2025, an estimated $254K.
  • Total Clarity Wealth Management first reported a position in Ares Capital in Q4 2019 and held it in 11 quarters.
  • Total Clarity Wealth Management's Ares Capital position peaked at $434K in Q4 2021.
  • 837 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.