Global Wealth Management Investment Advisory’s Ares Capital ARCC Stock Holding History

Global Wealth Management Investment Advisory’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	$1.32M	Buy	71,285 +8,708	+14%	+$163K	0.19%	87
2026 Q1	$1.13M	Buy	62,577 +5,276	+9%	+$102K	0.18%	95
2025 Q4	$1.16M	Buy	57,301 +4,779	+9%	+$96.4K	0.19%	90
2025 Q3	$1.07M	Buy	52,522 +4,135	+9%	+$91.9K	0.18%	100
2025 Q2	$1.06M	Buy	48,387 +3,670	+8%	+$78K	0.2%	99
2025 Q1	$991K	Buy	+44,717	New	+$1.01M	0.2%	97
2024 Q1	–	Sell	-956	Closed	-$19.1K	–	159
2023 Q4	$19.1K	Hold	956	–	–	﹤0.01%	252
2023 Q3	$18.6K	Hold	956	–	–	0.01%	248
2023 Q2	$18K	Buy	+956	New	+$17.7K	﹤0.01%	254
2022 Q3	–	Sell	-625	Closed	-$11K	–	157
2022 Q2	$11K	Hold	625	–	–	﹤0.01%	275
2022 Q1	$13K	Hold	625	–	–	﹤0.01%	292
2021 Q4	$13K	Hold	625	–	–	﹤0.01%	287
2021 Q3	$13K	Hold	625	–	–	﹤0.01%	290
2021 Q2	$12K	Sell	625 -129	-17%	-$2.5K	﹤0.01%	281
2021 Q1	$14K	Hold	754	–	–	0.01%	277
2020 Q4	$13K	Hold	754	–	–	0.01%	258
2020 Q3	$11K	Hold	754	–	–	﹤0.01%	266
2020 Q2	$11K	Hold	754	–	–	﹤0.01%	335
2020 Q1	$8K	Hold	754	–	–	﹤0.01%	355
2019 Q4	$14K	Buy	754 +625	+484%	+$11.6K	0.01%	304
2019 Q3	$2K	Buy	+129	New	+$2.39K	﹤0.01%	490

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

Global Wealth Management Investment Advisory's ARCC Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Ares Capital (ARCC) stake by 14% in Q2 2026, buying an estimated $163K and bringing the position to 71,285 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #87.

Global Wealth Management Investment Advisory first reported a position in ARCC in Q3 2019 and has held it in 21 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Global Wealth Management Investment Advisory held 71,285 shares of Ares Capital worth $1.32M as of Q2 2026.
Global Wealth Management Investment Advisory bought 8,708 Ares Capital shares in Q2 2026, an estimated $163K.
Ares Capital made up 0.19% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #87 holding.
Global Wealth Management Investment Advisory first reported a position in Ares Capital in Q3 2019 and has held it in 21 quarters since.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.