Accel Wealth Management’s Ares Capital ARCC Stock Holding History

Accel Wealth Management’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 Q2	$1.05M	Buy	56,895 +2,185	+4%	+$40.8K	0.24%	94
2026 Q1	$986K	Sell	54,710 -412	-0.7%	-$7.98K	0.26%	96
2025 Q4	$1.12M	Sell	55,122 -6,740	-11%	-$136K	0.31%	80
2025 Q3	$1.26M	Buy	61,862 +10,452	+20%	+$232K	0.37%	68
2025 Q2	$1.13M	Buy	51,410 +1,064	+2%	+$22.6K	0.38%	70
2025 Q1	$1.12M	Buy	50,346 +3,668	+8%	+$83.3K	0.4%	68
2024 Q4	$1.02M	Buy	46,678 +898	+2%	+$19.4K	0.39%	65
2024 Q3	$959K	Sell	45,780 -3,946	-8%	-$82K	0.36%	73
2024 Q2	$1.04M	Buy	49,726 +11,443	+30%	+$239K	0.41%	61
2024 Q1	$797K	Buy	38,283 +11,580	+43%	+$235K	0.34%	77
2023 Q4	$535K	Buy	+26,703	New	+$521K	0.27%	95
2023 Q2	–	Sell	-905	Closed	-$16.5K	–	210
2023 Q1	$16.5K	Buy	+905	New	+$17.1K	0.01%	762

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accel Wealth Management's ARCC Position: Q2 2026 in Review

Accel Wealth Management increased its Ares Capital (ARCC) stake by 4% in Q2 2026, buying an estimated $40.8K and bringing the position to 56,895 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #94.

Accel Wealth Management first reported a position in ARCC in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Accel Wealth Management held 56,895 shares of Ares Capital worth $1.05M as of Q2 2026.
Accel Wealth Management bought 2,185 Ares Capital shares in Q2 2026, an estimated $40.8K.
Ares Capital made up 0.24% of Accel Wealth Management's portfolio in Q2 2026, its #94 holding.
Accel Wealth Management first reported a position in Ares Capital in Q1 2023 and has held it in 12 quarters since.
Accel Wealth Management's Ares Capital position peaked at $1.26M in Q3 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.