LA
ARCC icon

LVW Advisors’s Ares Capital ARCC Stock Holding History

LVW 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
Q2 		$338K Buy
18,231
+157
+0.9% +$2.93K 0.03% 325
2026
Q1 		$326K Buy
18,074
+159
+0.9% +$3.08K 0.03% 308
2025
Q4 		$362K Buy
17,915
+137
+0.8% +$2.76K 0.04% 244
2025
Q3 		$363K Buy
17,778
+134
+0.8% +$2.98K 0.04% 248
2025
Q2 		$387K Buy
17,644
+120
+0.7% +$2.55K 0.04% 226
2025
Q1 		$388K Buy
17,524
+118
+0.7% +$2.68K 0.05% 208
2024
Q4 		$381K Buy
17,406
+116
+0.7% +$2.5K 0.05% 218
2024
Q3 		$362K Buy
17,290
+119
+0.7% +$2.47K 0.05% 216
2024
Q2 		$358K Buy
17,171
+232
+1% +$4.85K 0.05% 205
2024
Q1 		$353K Hold
16,939
– – 0.06% 211
2023
Q4 		$339K Buy
16,939
+234
+1% +$4.56K 0.06% 194
2023
Q3 		$325K Buy
16,705
+116
+0.7% +$2.25K 0.07% 165
2023
Q2 		$312K Hold
16,589
– – 0.06% 167
2023
Q1 		$303K Hold
16,589
– – 0.06% 184
2022
Q4 		$306K Hold
16,589
– – 0.06% 186
2022
Q3 		$280K Hold
16,589
– – 0.06% 180
2022
Q2 		$297K Hold
16,589
– – 0.06% 185
2022
Q1 		$348K Hold
16,589
– – 0.06% 176
2021
Q4 		$352K Hold
16,589
– – 0.06% 180
2021
Q3 		$337K Hold
16,589
– – 0.06% 185
2021
Q2 		$325K Hold
16,589
– – 0.06% 178
2021
Q1 		$310K Hold
16,589
– – 0.06% 180
2020
Q4 		$280K Hold
16,589
– – 0.06% 172
2020
Q3 		$231K Sell
16,589
-1,000
-6% -$14.2K 0.05% 174
2020
Q2 		$254K Buy
17,589
+1,000
+6% +$13.5K 0.06% 158
2020
Q1 		$179K Sell
16,589
-1,310
-7% -$22.1K 0.05% 155
2019
Q4 		$334K Buy
17,899
+7,492
+72% +$139K 0.08% 135
2019
Q3 		$194K Buy
+10,407
New +$193K 0.05% 165

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LVW Advisors's ARCC Position: Q2 2026 in Review

LVW Advisors increased its Ares Capital (ARCC) stake by 0.87% in Q2 2026, buying an estimated $2.93K and bringing the position to 18,231 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #325.

LVW Advisors first reported a position in ARCC in Q3 2019 and has held it in 28 quarters since. The position peaked at $388K in Q1 2025. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • LVW Advisors held 18,231 shares of Ares Capital worth $338K as of Q2 2026.
  • LVW Advisors bought 157 Ares Capital shares in Q2 2026, an estimated $2.93K.
  • Ares Capital made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #325 holding.
  • LVW Advisors first reported a position in Ares Capital in Q3 2019 and has held it in 28 quarters since.
  • LVW Advisors's Ares Capital position peaked at $388K in Q1 2025.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.