Institute for Wealth Management’s Ares Capital ARCC Stock Holding History

Institute for 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	$75.1K	Buy	+4,055	New	+$75.7K	0.01%	766
2023 Q1	–	Sell	-12,825	Closed	-$237K	–	452
2022 Q4	$237K	Sell	12,825 -88	-0.7%	-$1.65K	0.05%	396
2022 Q3	$218K	Buy	12,913 +199	+2%	+$3.85K	0.05%	405
2022 Q2	$228K	Buy	+12,714	New	+$251K	0.04%	464
2019 Q3	–	Sell	-48,576	Closed	-$871K	–	426
2019 Q2	$871K	Buy	48,576 +902	+2%	+$16K	0.19%	152
2019 Q1	$818K	Buy	47,674 +623	+1%	+$10.4K	0.18%	157
2018 Q4	$733K	Buy	47,051 +581	+1%	+$9.61K	0.3%	105
2018 Q3	$805K	Buy	46,470 +4,411	+10%	+$75.6K	0.27%	121
2018 Q2	$692K	Buy	42,059 +17,443	+71%	+$287K	0.22%	138
2018 Q1	$394K	Buy	24,616 +7,155	+41%	+$113K	0.12%	212
2017 Q4	$275K	Buy	+17,461	New	+$284K	0.06%	313

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

Institute for Wealth Management's ARCC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ares Capital (ARCC) in Q2 2026: 4,055 shares worth $75.1K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ARCC as recently as Q4 2022.

Institute for Wealth Management first reported a position in ARCC in Q4 2017 and has held it in 11 quarters since. The position peaked at $871K in Q2 2019. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Institute for Wealth Management held 4,055 shares of Ares Capital worth $75.1K as of Q2 2026.
Ares Capital was a new Institute for Wealth Management position in Q2 2026.
Ares Capital made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #766 holding.
Institute for Wealth Management first reported a position in Ares Capital in Q4 2017 and has held it in 11 quarters since.
Institute for Wealth Management's Ares Capital position peaked at $871K in Q2 2019.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.