Beverly Hills Private Wealth’s Ares Capital ARCC Stock Holding History

Beverly Hills Private Wealth’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	$836K	Sell	45,111 -250	-0.6%	-$4.67K	0.16%	116
2026 Q1	$817K	Sell	45,361 -3,613	-7%	-$69.9K	0.14%	143
2025 Q4	$991K	Sell	48,974 -1,529	-3%	-$30.8K	0.17%	126
2025 Q3	$1.03M	Sell	50,503 -81	-0.2%	-$1.8K	0.18%	124
2025 Q2	$1.11M	Sell	50,584 -337	-0.7%	-$7.17K	0.21%	120
2025 Q1	$1.13M	Sell	50,921 -3,285	-6%	-$74.6K	0.22%	113
2024 Q4	$1.19M	Sell	54,206 -7,048	-12%	-$152K	0.24%	105
2024 Q3	$1.28M	Sell	61,254 -10,946	-15%	-$227K	0.26%	106
2024 Q2	$1.5M	Sell	72,200 -1,787	-2%	-$37.3K	0.33%	85
2024 Q1	$1.54M	Sell	73,987 -8,247	-10%	-$167K	0.36%	77
2023 Q4	$1.65M	Buy	82,234 +2,185	+3%	+$42.6K	0.43%	72
2023 Q3	$1.56M	Hold	80,049	–	–	0.46%	62
2023 Q2	$1.56M	Buy	80,049 +10,158	+15%	+$188K	0.26%	89
2023 Q1	$1.28M	Buy	69,891 +12,222	+21%	+$231K	0.4%	70
2022 Q4	$1.07M	Buy	+57,669	New	+$1.08M	0.47%	67

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

Beverly Hills Private Wealth's ARCC Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Ares Capital (ARCC) stake by 0.55% in Q2 2026, selling an estimated $4.67K and leaving 45,111 shares worth $836K. The position accounts for 0.16% of the portfolio, ranked #116.

Beverly Hills Private Wealth first reported a position in ARCC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q4 2023. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Beverly Hills Private Wealth held 45,111 shares of Ares Capital worth $836K as of Q2 2026.
Beverly Hills Private Wealth sold 250 Ares Capital shares in Q2 2026, an estimated $4.67K.
Ares Capital made up 0.16% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #116 holding.
Beverly Hills Private Wealth first reported a position in Ares Capital in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's Ares Capital position peaked at $1.65M in Q4 2023.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.