HHM Wealth Advisors’s Ares Capital ARCC Stock Holding History

HHM 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
2025 Q2	–	Sell	-112	Closed	-$2.48K	–	863
2025 Q1	$2.48K	Buy	+112	New	+$2.54K	﹤0.01%	730
2024 Q2	–	Sell	-8,005	Closed	-$167K	–	790
2024 Q1	$167K	Sell	8,005 -284	-3%	-$5.75K	0.03%	165
2023 Q4	$166K	Sell	8,289 -195	-2%	-$3.8K	0.03%	160
2023 Q3	$165K	Hold	8,484	–	–	0.03%	144
2023 Q2	$159K	Hold	8,484	–	–	0.03%	159
2023 Q1	$155K	Buy	8,484 +758	+10%	+$14.3K	0.03%	153
2022 Q4	$143K	Hold	7,726	–	–	0.03%	146
2022 Q3	$130K	Sell	7,726 -1,936	-20%	-$37.4K	0.03%	143
2022 Q2	$173K	Sell	9,662 -1,131	-10%	-$22.3K	0.04%	138
2022 Q1	$226K	Buy	10,793 +8,687	+412%	+$185K	0.05%	138
2021 Q4	$45K	Sell	2,106 -470	-18%	-$9.76K	0.01%	318
2021 Q3	$52K	Hold	2,576	–	–	0.01%	292
2021 Q2	$50K	Hold	2,576	–	–	0.01%	297
2021 Q1	$48K	Hold	2,576	–	–	0.01%	280
2020 Q4	$44K	Hold	2,576	–	–	0.02%	271
2020 Q3	$36K	Hold	2,576	–	–	0.01%	255
2020 Q2	$37K	Hold	2,576	–	–	0.02%	250
2020 Q1	$28K	Buy	+2,576	New	+$43.5K	0.01%	265

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

HHM Wealth Advisors's ARCC Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 112 shares — an estimated $2.48K sold.

HHM Wealth Advisors first reported a position in ARCC in Q1 2020 and held it in 18 quarters. The position peaked at $226K in Q1 2022. 837 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

HHM Wealth Advisors reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 112 Ares Capital shares in Q2 2025, an estimated $2.48K.
HHM Wealth Advisors first reported a position in Ares Capital in Q1 2020 and held it in 18 quarters.
HHM Wealth Advisors's Ares Capital position peaked at $226K in Q1 2022.
837 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.