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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
Q2 		$5.78K Hold
312
– – ﹤0.01% 835
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 $1.89T 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

Medallion Wealth Advisors's ARCC Position: Q2 2026 in Review

Medallion Wealth Advisors held its Ares Capital (ARCC) position steady in Q2 2026 at 312 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Medallion Wealth Advisors first reported a position in ARCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.31K in Q4 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Medallion Wealth Advisors held 312 shares of Ares Capital worth $5.78K as of Q2 2026.
  • Medallion Wealth Advisors left its Ares Capital share count unchanged in Q2 2026.
  • Ares Capital made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #835 holding.
  • Medallion Wealth Advisors first reported a position in Ares Capital in Q4 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's Ares Capital position peaked at $6.31K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.