AWM
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Athena Wealth Management’s Ares Capital ARCC Stock Holding History

Athena 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 		– Sell
-76,781
Closed -$1.38M – 106
2026
Q1 		$1.38M Buy
+76,781
New +$1.49M 1.13% 15

Other funds holding ARCC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Athena Wealth Management sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 76,781 shares — an estimated $1.38M sold.

Athena Wealth Management first reported a position in ARCC in Q1 2026 and held it in 1 quarter. The position peaked at $1.38M in Q1 2026. 193 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Athena Wealth Management reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 76,781 Ares Capital shares in Q2 2026, an estimated $1.38M.
  • Athena Wealth Management first reported a position in Ares Capital in Q1 2026 and held it in 1 quarter.
  • Athena Wealth Management's Ares Capital position peaked at $1.38M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.