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OneDigital Investment Advisors’s Ares Capital ARCC Stock Holding History

OneDigital Investment 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 		$246K Buy
13,267
+116
+0.9% +$2.17K ﹤0.01% 1404
2026
Q1 		$237K Sell
13,151
-1,891
-13% -$36.6K ﹤0.01% 1312
2025
Q4 		$304K Sell
15,042
-8,251
-35% -$166K ﹤0.01% 1198
2025
Q3 		$475K Buy
23,293
+3,327
+17% +$73.9K ﹤0.01% 953
2025
Q2 		$438K Sell
19,966
-3,660
-15% -$77.8K ﹤0.01% 965
2025
Q1 		$524K Sell
23,626
-1,140
-5% -$25.9K 0.01% 841
2024
Q4 		$542K Buy
24,766
+1,476
+6% +$31.8K 0.01% 858
2024
Q3 		$488K Buy
23,290
+297
+1% +$6.17K 0.01% 947
2024
Q2 		$479K Buy
22,993
+8,195
+55% +$171K 0.01% 919
2024
Q1 		$308K Sell
14,798
-4,455
-23% -$90.3K ﹤0.01% 902
2023
Q4 		$386K Buy
19,253
+664
+4% +$13K 0.01% 818
2023
Q3 		$362K Sell
18,589
-774
-4% -$15K 0.01% 743
2023
Q2 		$364K Sell
19,363
-328
-2% -$6.06K 0.01% 749
2023
Q1 		$360K Buy
19,691
+5,719
+41% +$108K 0.01% 714
2022
Q4 		$258K Sell
13,972
-9,578
-41% -$180K 0.01% 712
2022
Q3 		$398K Sell
23,550
-1,048
-4% -$20.3K 0.01% 519
2022
Q2 		$441K Buy
24,598
+6,680
+37% +$132K 0.02% 452
2022
Q1 		$375K Sell
17,918
-5,366
-23% -$114K 0.01% 527
2021
Q4 		$493K Buy
23,284
+5,657
+32% +$117K 0.02% 449
2021
Q3 		$358K Sell
17,627
-10,698
-38% -$214K 0.01% 526
2021
Q2 		$555K Buy
28,325
+6,945
+32% +$134K 0.02% 384
2021
Q1 		$400K Sell
21,380
-450
-2% -$8.09K 0.02% 430
2020
Q4 		$369K Hold
21,830
– – 0.02% 424
2020
Q3 		$309K Sell
21,830
-450
-2% -$6.4K 0.02% 424
2020
Q2 		$318K Sell
22,280
-8,125
-27% -$110K 0.02% 428
2020
Q1 		$351K Buy
30,405
+11,887
+64% +$201K 0.03% 336
2019
Q4 		$345K Buy
18,518
+8,283
+81% +$154K 0.03% 385
2019
Q3 		$191K Buy
10,235
+9,539
+1,371% +$177K 0.02% 495
2019
Q2 		$12K Sell
696
-10,197
-94% -$180K ﹤0.01% 907
2019
Q1 		$189K Hold
10,893
– – 0.03% 288
2018
Q4 		$170K Sell
10,893
-1,800
-14% -$29.8K 0.03% 278
2018
Q3 		$218K Hold
12,693
– – 0.05% 165
2018
Q2 		$208K Buy
12,693
+650
+5% +$10.7K 0.04% 210
2018
Q1 		$192K Hold
12,043
– – 0.04% 235
2017
Q4 		$189K Buy
12,043
+10,243
+569% +$166K 0.02% 236
2017
Q3 		$30K Sell
1,800
-10,243
-85% -$166K 0.01% 510
2017
Q2 		$197K Buy
+12,043
New +$203K 0.06% 202

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

OneDigital Investment Advisors's ARCC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Ares Capital (ARCC) stake by 0.88% in Q2 2026, buying an estimated $2.17K and bringing the position to 13,267 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

OneDigital Investment Advisors first reported a position in ARCC in Q2 2017 and has held it in 37 quarters since. The position peaked at $555K in Q2 2021. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • OneDigital Investment Advisors held 13,267 shares of Ares Capital worth $246K as of Q2 2026.
  • OneDigital Investment Advisors bought 116 Ares Capital shares in Q2 2026, an estimated $2.17K.
  • Ares Capital made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1404 holding.
  • OneDigital Investment Advisors first reported a position in Ares Capital in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Ares Capital position peaked at $555K in Q2 2021.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.