IWM
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IHT Wealth Management’s Ares Capital ARCC Stock Holding History

IHT 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
Q1 		$3.03M Buy
168,260
+8,983
+6% +$174K 0.07% 277
2025
Q4 		$3.22M Buy
159,277
+3,905
+3% +$78.8K 0.08% 256
2025
Q3 		$3.17M Buy
155,372
+1,546
+1% +$34.4K 0.08% 243
2025
Q2 		$3.38M Buy
153,826
+5,742
+4% +$122K 0.09% 208
2025
Q1 		$3.28M Buy
148,084
+964
+0.7% +$21.9K 0.1% 197
2024
Q4 		$3.22M Buy
147,120
+4,085
+3% +$88.1K 0.1% 195
2024
Q3 		$2.99M Buy
143,035
+5,153
+4% +$107K 0.09% 241
2024
Q2 		$2.87M Sell
137,882
-8,981
-6% -$188K 0.11% 188
2024
Q1 		$3.06M Buy
146,863
+11,100
+8% +$225K 0.12% 168
2023
Q4 		$2.72M Buy
135,763
+1,040
+0.8% +$20.3K 0.12% 168
2023
Q3 		$2.62M Buy
134,723
+2,544
+2% +$49.3K 0.13% 156
2023
Q2 		$2.48M Sell
132,179
-529
-0.4% -$9.77K 0.13% 153
2023
Q1 		$2.43M Buy
132,708
+8,461
+7% +$160K 0.14% 144
2022
Q4 		$2.29M Buy
124,247
+2,181
+2% +$41K 0.14% 154
2022
Q3 		$2.06M Buy
122,066
+6,396
+6% +$124K 0.16% 143
2022
Q2 		$2.07M Buy
115,670
+7,358
+7% +$145K 0.18% 123
2022
Q1 		$2.27M Sell
108,312
-3,215
-3% -$68.5K 0.17% 126
2021
Q4 		$2.36M Buy
111,527
+6,911
+7% +$144K 0.17% 127
2021
Q3 		$2.13M Sell
104,616
-3,511
-3% -$70.4K 0.17% 130
2021
Q2 		$2.12M Buy
108,127
+148
+0.1% +$2.87K 0.13% 161
2021
Q1 		$2.02M Buy
107,979
+2,395
+2% +$43.1K 0.15% 154
2020
Q4 		$1.78M Sell
105,584
-12,963
-11% -$201K 0.15% 147
2020
Q3 		$1.65M Sell
118,547
-1,031
-0.9% -$14.7K 0.17% 133
2020
Q2 		$1.73M Buy
119,578
+30,987
+35% +$418K 0.24% 102
2020
Q1 		$955K Buy
88,591
+33,815
+62% +$570K 0.14% 168
2019
Q4 		$1.02M Buy
54,776
+4,700
+9% +$87.3K 0.12% 193
2019
Q3 		$933K Buy
50,076
+6,647
+15% +$123K 0.13% 188
2019
Q2 		$779K Buy
43,429
+11,724
+37% +$207K 0.11% 207
2019
Q1 		$543K Buy
31,705
+125
+0.4% +$2.09K 0.09% 252
2018
Q4 		$492K Sell
31,580
-2,367
-7% -$39.2K 0.09% 250
2018
Q3 		$584K Buy
33,947
+6,128
+22% +$105K 0.13% 202
2018
Q2 		$458K Buy
27,819
+794
+3% +$13.1K 0.12% 216
2018
Q1 		$431K Buy
27,025
+1,006
+4% +$15.9K 0.12% 210
2017
Q4 		$412K Buy
26,019
+21,429
+467% +$348K 0.11% 228
2017
Q3 		$75K Buy
4,590
+22
+0.5% +$356 0.03% 409
2017
Q2 		$196 Buy
4,568
+1,147
+34% +$19.3K 0.09% 231
2017
Q1 		$60K Buy
3,421
+20
+0.6% +$346 0.04% 380
2016
Q4 		$56K Buy
+3,401
New +$53.5K 0.04% 368

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

IHT Wealth Management's ARCC Position: Q1 2026 in Review

IHT Wealth Management increased its Ares Capital (ARCC) stake by 5.6% in Q1 2026, buying an estimated $174K and bringing the position to 168,260 shares worth $3.03M. The position accounts for 0.07% of the portfolio, ranked #277.

IHT Wealth Management first reported a position in ARCC in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.38M in Q2 2025. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • IHT Wealth Management held 168,260 shares of Ares Capital worth $3.03M as of Q1 2026.
  • IHT Wealth Management bought 8,983 Ares Capital shares in Q1 2026, an estimated $174K.
  • Ares Capital made up 0.07% of IHT Wealth Management's portfolio in Q1 2026, its #277 holding.
  • IHT Wealth Management first reported a position in Ares Capital in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Ares Capital position peaked at $3.38M in Q2 2025.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.