AWE
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Avidian Wealth Enterprises’s Ares Capital ARCC Stock Holding History

Avidian Wealth Enterprises’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 		$1.12M Buy
60,567
+7,004
+13% +$131K 0.03% 297
2026
Q1 		$965K Buy
53,563
+24,649
+85% +$477K 0.03% 294
2025
Q4 		$585K Buy
28,914
+17,148
+146% +$346K 0.02% 344
2025
Q3 		$240K Buy
+11,766
New +$261K 0.01% 519
2025
Q2 		– Sell
-9,853
Closed -$218K – 554
2025
Q1 		$218K Buy
9,853
+207
+2% +$4.7K 0.01% 490
2024
Q4 		$211K Buy
+9,646
New +$208K 0.01% 477

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avidian Wealth Enterprises's ARCC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Ares Capital (ARCC) stake by 13% in Q2 2026, buying an estimated $131K and bringing the position to 60,567 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #297.

Avidian Wealth Enterprises first reported a position in ARCC in Q4 2024 and has held it in 6 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Avidian Wealth Enterprises held 60,567 shares of Ares Capital worth $1.12M as of Q2 2026.
  • Avidian Wealth Enterprises bought 7,004 Ares Capital shares in Q2 2026, an estimated $131K.
  • Ares Capital made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #297 holding.
  • Avidian Wealth Enterprises first reported a position in Ares Capital in Q4 2024 and has held it in 6 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.