Legacy Wealth Management (Idaho)’s Ares Capital ARCC Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-92	Closed	-$1.66K	–	241
2026 Q1	$1.66K	Buy	92 +3	+3%	+$58	﹤0.01%	804
2025 Q4	$1.8K	Hold	89	–	–	﹤0.01%	680
2025 Q3	$1.82K	Hold	89	–	–	﹤0.01%	554
2025 Q2	$1.96K	Hold	89	–	–	﹤0.01%	520
2025 Q1	$1.97K	Hold	89	–	–	﹤0.01%	542
2024 Q4	$2.02K	Sell	89 -2	-2%	-$43	﹤0.01%	498
2024 Q3	$1.96K	Buy	+91	New	+$1.89K	﹤0.01%	483

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

Legacy Wealth Management (Idaho)'s ARCC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 92 shares — an estimated $1.66K sold.

Legacy Wealth Management (Idaho) first reported a position in ARCC in Q3 2024 and held it in 7 quarters. The position peaked at $2.02K in Q4 2024. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 92 Ares Capital shares in Q2 2026, an estimated $1.66K.
Legacy Wealth Management (Idaho) first reported a position in Ares Capital in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Ares Capital position peaked at $2.02K in Q4 2024.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.