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Wealth Group’s Ares Capital ARCC Stock Holding History

Wealth 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
2025
Q2 		– Sell
-9,452
Closed -$209K – 97
2025
Q1 		$209K Hold
9,452
– – 0.14% 149
2024
Q4 		$207K Buy
+9,452
New +$204K 0.13% 154
2024
Q2 		– Sell
-10,146
Closed -$211K – 148
2024
Q1 		$211K Buy
+10,146
New +$206K 0.16% 140

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Group's ARCC Position: Q2 2025 in Review

Wealth Group sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 9,452 shares — an estimated $209K sold.

Wealth Group first reported a position in ARCC in Q1 2024 and held it in 3 quarters. The position peaked at $211K in Q1 2024. 835 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

  • Wealth Group reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 9,452 Ares Capital shares in Q2 2025, an estimated $209K.
  • Wealth Group first reported a position in Ares Capital in Q1 2024 and held it in 3 quarters.
  • Wealth Group's Ares Capital position peaked at $211K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.