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Whitaker-Myers Wealth Managers’s Ares Capital ARCC Stock Holding History

Whitaker-Myers Wealth Managers’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 		– Sell
-15,429
Closed -$339K – 118
2025
Q2 		$339K Buy
15,429
+4,950
+47% +$105K 0.09% 89
2025
Q1 		$232K Buy
+10,479
New +$238K 0.07% 104

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ARCC Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Ares Capital (ARCC) in Q3 2025, closing a stake of 15,429 shares — an estimated $339K sold.

Whitaker-Myers Wealth Managers first reported a position in ARCC in Q1 2025 and held it in 2 quarters. The position peaked at $339K in Q2 2025. 791 funds tracked by Wall St. Rank hold ARCC as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Ares Capital position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 15,429 Ares Capital shares in Q3 2025, an estimated $339K.
  • Whitaker-Myers Wealth Managers first reported a position in Ares Capital in Q1 2025 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's Ares Capital position peaked at $339K in Q2 2025.
  • 791 funds tracked by Wall St. Rank held Ares Capital as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.