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Opal Wealth Advisors’s Ares Capital ARCC Stock Holding History

Opal 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 		– Sell
-1,471
Closed -$26.5K – 252
2026
Q1 		$26.5K Buy
+1,471
New +$28.5K 0.01% 538
2024
Q3 		– Sell
-143
Closed -$2.98K – 253
2024
Q2 		$2.98K Buy
+143
New +$2.99K ﹤0.01% 890

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

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

Opal Wealth Advisors sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 1,471 shares — an estimated $26.5K sold.

Opal Wealth Advisors first reported a position in ARCC in Q2 2024 and held it in 2 quarters. The position peaked at $26.5K in Q1 2026. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,471 Ares Capital shares in Q2 2026, an estimated $26.5K.
  • Opal Wealth Advisors first reported a position in Ares Capital in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Ares Capital position peaked at $26.5K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

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