Arax Advisory Partners’s Ares Capital ARCC Stock Holding History

Arax Advisory Partners’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	$3.63M	Buy	195,960 +166,722	+570%	+$3.11M	0.02%	592
2026 Q1	$527K	Sell	29,238 -860	-3%	-$16.6K	0.01%	627
2025 Q4	$609K	Sell	30,098 -14,817	-33%	-$299K	0.02%	528
2025 Q3	$917K	Buy	44,915 +38,517	+602%	+$856K	0.01%	671
2025 Q2	$141K	Buy	6,398 +4,766	+292%	+$101K	0.01%	795
2025 Q1	$36.2K	Sell	1,632 -1,110	-40%	-$25.2K	﹤0.01%	1073
2024 Q4	$60K	Buy	+2,742	New	+$59.2K	﹤0.01%	846

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

Arax Advisory Partners's ARCC Position: Q2 2026 in Review

Arax Advisory Partners increased its Ares Capital (ARCC) stake by 570% in Q2 2026, buying an estimated $3.11M and bringing the position to 195,960 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #592.

Arax Advisory Partners first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Arax Advisory Partners held 195,960 shares of Ares Capital worth $3.63M as of Q2 2026.
Arax Advisory Partners bought 166,722 Ares Capital shares in Q2 2026, an estimated $3.11M.
Ares Capital made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #592 holding.
Arax Advisory Partners first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.