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Medallion Wealth Advisors’s Ares Capital ARCC Stock Holding History

Medallion 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
2026
Q1 		$5.62K Hold
312
– – ﹤0.01% 851
2025
Q4 		$6.31K Buy
+312
New +$6.29K ﹤0.01% 824

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 $26.7B AUM 43.32% 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 $5.53B AUM 35.1% 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

Medallion Wealth Advisors's ARCC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Ares Capital (ARCC) position steady in Q1 2026 at 312 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Medallion Wealth Advisors first reported a position in ARCC in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.31K in Q4 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Medallion Wealth Advisors held 312 shares of Ares Capital worth $5.62K as of Q1 2026.
  • Medallion Wealth Advisors left its Ares Capital share count unchanged in Q1 2026.
  • Ares Capital made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #851 holding.
  • Medallion Wealth Advisors first reported a position in Ares Capital in Q4 2025 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's Ares Capital position peaked at $6.31K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.