Welch Financial Planning
ARCC icon

Welch Financial Planning’s Ares Capital ARCC Stock Holding History

Welch Financial Planning’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
Q3 		$399K Sell
20,876
-90,105
-81% -$1.75M 0.22% 52
2026
Q2 		$2.06M Buy
110,981
+69,146
+165% +$1.29M 1.2% 20
2026
Q1 		$754K Sell
41,835
-1,407
-3% -$27.2K 0.54% 31
2025
Q4 		$875K Buy
+43,242
New +$872K 0.64% 28

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Welch Financial Planning's ARCC Position: Q3 2026 in Review

Welch Financial Planning reduced its Ares Capital (ARCC) stake by 81% in Q3 2026, selling an estimated $1.75M and leaving 20,876 shares worth $399K. The position accounts for 0.22% of the portfolio, ranked #52.

Welch Financial Planning first reported a position in ARCC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.06M in Q2 2026. 681 funds tracked by Wall St. Rank hold ARCC as of Q3 2026.

  • Welch Financial Planning held 20,876 shares of Ares Capital worth $399K as of Q3 2026.
  • Welch Financial Planning sold 90,105 Ares Capital shares in Q3 2026, an estimated $1.75M.
  • Ares Capital made up 0.22% of Welch Financial Planning's portfolio in Q3 2026, its #52 holding.
  • Welch Financial Planning first reported a position in Ares Capital in Q4 2025 and has held it in 4 quarters since.
  • Welch Financial Planning's Ares Capital position peaked at $2.06M in Q2 2026.
  • 681 funds tracked by Wall St. Rank held Ares Capital as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.