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Meridian Wealth Management’s Ares Capital ARCC Stock Holding History

Meridian 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 		$4.7M Buy
253,713
+27,736
+12% +$518K 0.14% 137
2026
Q1 		$4.07M Buy
225,977
+18,519
+9% +$359K 0.14% 131
2025
Q4 		$4.2M Buy
207,458
+14,901
+8% +$301K 0.15% 128
2025
Q3 		$3.93M Buy
192,557
+5,184
+3% +$115K 0.15% 133
2025
Q2 		$4.11M Buy
187,373
+9,200
+5% +$196K 0.18% 120
2025
Q1 		$3.95M Sell
178,173
-1,690
-0.9% -$38.4K 0.19% 122
2024
Q4 		$3.94M Buy
179,863
+3,167
+2% +$68.3K 0.19% 118
2024
Q3 		$3.7M Sell
176,696
-1,154
-0.6% -$24K 0.18% 122
2024
Q2 		$3.71M Buy
+177,850
New +$3.72M 0.44% 54
2024
Q1 		– Sell
-155,868
Closed -$3.12M – 210
2023
Q4 		$3.12M Buy
155,868
+229
+0.1% +$4.47K 0.2% 115
2023
Q3 		$3.03M Buy
155,639
+4,251
+3% +$82.4K 0.19% 108
2023
Q2 		$2.84M Buy
151,388
+4,431
+3% +$81.8K 0.24% 90
2023
Q1 		$2.69M Buy
146,957
+15,009
+11% +$284K 0.23% 98
2022
Q4 		$2.44M Sell
131,948
-34,254
-21% -$643K 0.24% 100
2022
Q3 		$2.81M Buy
166,202
+8,515
+5% +$165K 0.3% 77
2022
Q2 		$2.83M Buy
157,687
+2,520
+2% +$49.7K 0.23% 105
2022
Q1 		$3.25M Buy
155,167
+62,020
+67% +$1.32M 0.36% 63
2021
Q4 		$1.97M Buy
+93,147
New +$1.93M 0.21% 93

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

Meridian Wealth Management's ARCC Position: Q2 2026 in Review

Meridian Wealth Management increased its Ares Capital (ARCC) stake by 12% in Q2 2026, buying an estimated $518K and bringing the position to 253,713 shares worth $4.7M. The position accounts for 0.14% of the portfolio, ranked #137.

Meridian Wealth Management first reported a position in ARCC in Q4 2021 and has held it in 18 quarters since. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Meridian Wealth Management held 253,713 shares of Ares Capital worth $4.7M as of Q2 2026.
  • Meridian Wealth Management bought 27,736 Ares Capital shares in Q2 2026, an estimated $518K.
  • Ares Capital made up 0.14% of Meridian Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Meridian Wealth Management first reported a position in Ares Capital in Q4 2021 and has held it in 18 quarters since.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.