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Heritage Wealth Advisors’s Ares Capital ARCC Stock Holding History

Heritage Wealth 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
Q1 		$32.4K Hold
1,800
– – ﹤0.01% 383
2025
Q4 		$36.4K Sell
1,800
-2,300
-56% -$46.4K ﹤0.01% 344
2025
Q3 		$83.7K Hold
4,100
– – ﹤0.01% 263
2025
Q2 		$90K Sell
4,100
-50
-1% -$1.06K ﹤0.01% 254
2025
Q1 		$92K Hold
4,150
– – ﹤0.01% 252
2024
Q4 		$90.8K Sell
4,150
-7,700
-65% -$166K ﹤0.01% 258
2024
Q3 		$248K Hold
11,850
– – 0.01% 192
2024
Q2 		$247K Sell
11,850
-300
-2% -$6.27K 0.01% 184
2024
Q1 		$253K Sell
12,150
-4,284
-26% -$86.8K 0.01% 193
2023
Q4 		$329K Sell
16,434
-2,888
-15% -$56.3K 0.02% 171
2023
Q3 		$376K Sell
19,322
-3,151
-14% -$61.1K 0.02% 149
2023
Q2 		$422K Buy
22,473
+20
+0.1% +$369 0.02% 143
2023
Q1 		$410K Buy
22,453
+199
+0.9% +$3.76K 0.02% 147
2022
Q4 		$411K Sell
22,254
-74
-0.3% -$1.39K 0.02% 148
2022
Q3 		$377K Buy
22,328
+300
+1% +$5.8K 0.03% 146
2022
Q2 		$395K Sell
22,028
-8,791
-29% -$173K 0.03% 139
2022
Q1 		$646K Sell
30,819
-955
-3% -$20.4K 0.04% 115
2021
Q4 		$673K Buy
31,774
+2,829
+10% +$58.8K 0.04% 125
2021
Q3 		$588K Buy
28,945
+632
+2% +$12.7K 0.04% 127
2021
Q2 		$555K Buy
28,313
+946
+3% +$18.3K 0.03% 134
2021
Q1 		$512K Buy
27,367
+493
+2% +$8.86K 0.03% 135
2020
Q4 		$454K Buy
26,874
+3,180
+13% +$49.3K 0.03% 135
2020
Q3 		$331K Buy
23,694
+4,670
+25% +$66.4K 0.04% 118
2020
Q2 		$275K Buy
19,024
+2,425
+15% +$32.7K 0.04% 124
2020
Q1 		$179K Sell
16,599
-2,225
-12% -$37.5K 0.03% 141
2019
Q4 		$351K Buy
18,824
+4,027
+27% +$74.8K 0.05% 129
2019
Q3 		$275K Buy
14,797
+8,937
+153% +$166K 0.04% 129
2019
Q2 		$105K Hold
5,860
– – 0.02% 187
2019
Q1 		$100K Buy
+5,860
New +$98.2K 0.02% 175

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Advisors's ARCC Position: Q1 2026 in Review

Heritage Wealth Advisors held its Ares Capital (ARCC) position steady in Q1 2026 at 1,800 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Heritage Wealth Advisors first reported a position in ARCC in Q1 2019 and has held it in 29 quarters since. The position peaked at $673K in Q4 2021. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Heritage Wealth Advisors held 1,800 shares of Ares Capital worth $32.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #383 holding.
  • Heritage Wealth Advisors first reported a position in Ares Capital in Q1 2019 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's Ares Capital position peaked at $673K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.