Elevated Capital Advisors’s Ares Capital ARCC Stock Holding History

Elevated Capital Advisors’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	$2.43K	Hold	131	–	–	﹤0.01%	646
2026 Q1	$2.36K	Hold	131	–	–	﹤0.01%	630
2025 Q4	$2.65K	Buy	+131	New	+$2.64K	﹤0.01%	593
2022 Q1	$1.05M	Buy	+50,139	New	+$1.07M	0.35%	96
2021 Q3	$1.02M	Buy	+50,195	New	+$1.01M	0.35%	88
2021 Q1	$1.55M	Sell	79,697 -17,935	-18%	-$322K	0.6%	53
2020 Q4	$1.65M	Sell	97,632 -6,365	-6%	-$98.7K	0.71%	44
2020 Q3	$1.62M	Sell	103,997 -1,075	-1%	-$15.3K	0.76%	37
2020 Q2	$1.53M	Buy	+105,072	New	+$1.42M	0.72%	40
2019 Q4	$1.63M	Buy	+87,374	New	+$1.62M	1.81%	19
2019 Q1	$2.05M	Buy	+168,593	New	+$2.82M	1.35%	22

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

Elevated Capital Advisors's ARCC Position: Q2 2026 in Review

Elevated Capital Advisors held its Ares Capital (ARCC) position steady in Q2 2026 at 131 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Elevated Capital Advisors first reported a position in ARCC in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.05M in Q1 2019. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Elevated Capital Advisors held 131 shares of Ares Capital worth $2.43K as of Q2 2026.
Elevated Capital Advisors left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #646 holding.
Elevated Capital Advisors first reported a position in Ares Capital in Q1 2019 and has held it in 11 quarters since.
Elevated Capital Advisors's Ares Capital position peaked at $2.05M in Q1 2019.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.