WGC
ARCC icon

Watts Gwilliam & Co’s Ares Capital ARCC Stock Holding History

Watts Gwilliam & Co’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
Q3 		$704K Buy
34,481
+43
+0.1% +$956 0.11% 110
2025
Q2 		$738K Buy
34,438
+23,899
+227% +$508K 0.12% 108
2025
Q1 		$234K Sell
10,539
-129
-1% -$2.93K 0.05% 186
2024
Q4 		$235K Sell
10,668
-205
-2% -$4.42K 0.05% 185
2024
Q3 		$228K Buy
+10,873
New +$226K 0.05% 180

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Watts Gwilliam & Co's ARCC Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Ares Capital (ARCC) stake by 0.12% in Q3 2025, buying an estimated $956 and bringing the position to 34,481 shares worth $704K. The position accounts for 0.11% of the portfolio, ranked #110.

Watts Gwilliam & Co first reported a position in ARCC in Q3 2024 and has held it in 5 quarters since. The position peaked at $738K in Q2 2025. 788 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Watts Gwilliam & Co held 34,481 shares of Ares Capital worth $704K as of Q3 2025.
  • Watts Gwilliam & Co bought 43 Ares Capital shares in Q3 2025, an estimated $956.
  • Ares Capital made up 0.11% of Watts Gwilliam & Co's portfolio in Q3 2025, its #110 holding.
  • Watts Gwilliam & Co first reported a position in Ares Capital in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Ares Capital position peaked at $738K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.