Mission Wealth Management’s Ares Capital ARCC Stock Holding History

Mission 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	$326K	Buy	17,578 +6,339	+56%	+$118K	﹤0.01%	849
2026 Q1	$203K	Hold	11,239	–	–	﹤0.01%	705
2025 Q4	$227K	Buy	11,239 +30	+0.3%	+$605	﹤0.01%	668
2025 Q3	$229K	Hold	11,209	–	–	﹤0.01%	646
2025 Q2	$246K	Buy	11,209 +2,160	+24%	+$45.9K	0.01%	612
2025 Q1	$201K	Buy	+9,049	New	+$205K	﹤0.01%	643
2024 Q4	–	Sell	-15,564	Closed	-$326K	–	665
2024 Q3	$326K	Sell	15,564 -374	-2%	-$7.77K	0.01%	538
2024 Q2	$332K	Buy	15,938 +5,287	+50%	+$110K	0.01%	513
2024 Q1	$222K	Buy	10,651 +250	+2%	+$5.07K	0.01%	622
2023 Q4	$208K	Buy	+10,401	New	+$203K	0.01%	542
2020 Q2	–	Sell	-24,470	Closed	-$264K	–	336
2020 Q1	$264K	Buy	+24,470	New	+$413K	0.03%	234

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

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

Mission Wealth Management increased its Ares Capital (ARCC) stake by 56% in Q2 2026, buying an estimated $118K and bringing the position to 17,578 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Mission Wealth Management first reported a position in ARCC in Q1 2020 and has held it in 11 quarters since. The position peaked at $332K in Q2 2024. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Mission Wealth Management held 17,578 shares of Ares Capital worth $326K as of Q2 2026.
Mission Wealth Management bought 6,339 Ares Capital shares in Q2 2026, an estimated $118K.
Ares Capital made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #849 holding.
Mission Wealth Management first reported a position in Ares Capital in Q1 2020 and has held it in 11 quarters since.
Mission Wealth Management's Ares Capital position peaked at $332K in Q2 2024.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.