Evermay Wealth Management’s Ares Capital ARCC Stock Holding History

Evermay 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	$890	Hold	48	–	–	﹤0.01%	617
2026 Q1	$865	Hold	48	–	–	﹤0.01%	568
2025 Q4	$972	Hold	48	–	–	﹤0.01%	536
2025 Q3	$980	Hold	48	–	–	﹤0.01%	514
2025 Q2	$1.05K	Hold	48	–	–	﹤0.01%	520
2025 Q1	$1.06K	Hold	48	–	–	﹤0.01%	532
2024 Q4	$1.05K	Hold	48	–	–	﹤0.01%	528
2024 Q3	$1.01K	Hold	48	–	–	﹤0.01%	562
2024 Q2	$1K	Hold	48	–	–	﹤0.01%	568
2024 Q1	$1K	Hold	48	–	–	﹤0.01%	568
2023 Q4	$962	Sell	48 -147	-75%	-$2.87K	﹤0.01%	547
2023 Q3	$3.8K	Hold	195	–	–	﹤0.01%	478
2023 Q2	$3.67K	Hold	195	–	–	﹤0.01%	470
2023 Q1	$3.56K	Hold	195	–	–	﹤0.01%	468
2022 Q4	$3.6K	Hold	195	–	–	﹤0.01%	472
2022 Q3	$3K	Hold	195	–	–	﹤0.01%	462
2022 Q2	$3K	Hold	195	–	–	﹤0.01%	455
2022 Q1	$4K	Hold	195	–	–	﹤0.01%	461
2021 Q4	$4K	Hold	195	–	–	﹤0.01%	455
2021 Q3	$4K	Hold	195	–	–	﹤0.01%	421
2021 Q2	$4K	Buy	+195	New	+$3.78K	﹤0.01%	457

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

Evermay Wealth Management held its Ares Capital (ARCC) position steady in Q2 2026 at 48 shares worth $890. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Evermay Wealth Management first reported a position in ARCC in Q2 2021 and has held it in 21 quarters since. The position peaked at $4K in Q1 2022. 256 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Evermay Wealth Management held 48 shares of Ares Capital worth $890 as of Q2 2026.
Evermay Wealth Management left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #617 holding.
Evermay Wealth Management first reported a position in Ares Capital in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Ares Capital position peaked at $4K in Q1 2022.
256 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.