Merkkuri Wealth Advisors’s Ares Capital ARCC Stock Holding History

Merkkuri 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	$280K	Hold	15,117	–	–	0.17%	72
2026 Q1	$272K	Sell	15,117 -34,556	-70%	-$669K	0.18%	71
2025 Q4	$1M	Buy	49,673 +34,556	+229%	+$697K	0.68%	43
2025 Q3	$309K	Hold	15,117	–	–	0.22%	68
2025 Q2	$332K	Hold	15,117	–	–	0.25%	67
2025 Q1	$335K	Hold	15,117	–	–	0.29%	67
2024 Q4	$331K	Buy	15,117 +1	+0%	+$22	0.26%	68
2024 Q3	$317K	Buy	+15,116	New	+$314K	0.25%	67

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

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

Merkkuri Wealth Advisors held its Ares Capital (ARCC) position steady in Q2 2026 at 15,117 shares worth $280K. The position accounts for 0.17% of the portfolio, ranked #72.

Merkkuri Wealth Advisors first reported a position in ARCC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1M in Q4 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Merkkuri Wealth Advisors held 15,117 shares of Ares Capital worth $280K as of Q2 2026.
Merkkuri Wealth Advisors left its Ares Capital share count unchanged in Q2 2026.
Ares Capital made up 0.17% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Merkkuri Wealth Advisors first reported a position in Ares Capital in Q3 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Ares Capital position peaked at $1M in Q4 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.