United Advisor Group’s Ares Capital ARCC Stock Holding History

United Advisor Group’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	$2.02M	Buy	112,164 +6,563	+6%	+$127K	0.25%	107
2025 Q4	$2.14M	Buy	105,601 +170	+0.2%	+$3.43K	0.27%	96
2025 Q3	$2.15M	Buy	105,431 +13,162	+14%	+$293K	0.29%	84
2025 Q2	$2.03M	Sell	92,269 -168	-0.2%	-$3.57K	0.35%	73
2025 Q1	$2.05M	Sell	92,437 -9,879	-10%	-$224K	0.42%	64
2024 Q4	$2.24M	Buy	102,316 +725	+0.7%	+$15.6K	0.44%	58
2024 Q3	$2.13M	Buy	101,591 +12,627	+14%	+$262K	0.48%	55
2024 Q2	$1.85M	Buy	88,964 +2,437	+3%	+$50.9K	0.58%	52
2024 Q1	$1.8M	Buy	+86,527	New	+$1.75M	0.68%	42

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Advisor Group's ARCC Position: Q1 2026 in Review

United Advisor Group increased its Ares Capital (ARCC) stake by 6.2% in Q1 2026, buying an estimated $127K and bringing the position to 112,164 shares worth $2.02M. The position accounts for 0.25% of the portfolio, ranked #107.

United Advisor Group first reported a position in ARCC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.24M in Q4 2024. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

United Advisor Group held 112,164 shares of Ares Capital worth $2.02M as of Q1 2026.
United Advisor Group bought 6,563 Ares Capital shares in Q1 2026, an estimated $127K.
Ares Capital made up 0.25% of United Advisor Group's portfolio in Q1 2026, its #107 holding.
United Advisor Group first reported a position in Ares Capital in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Ares Capital position peaked at $2.24M in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.