Physician Wealth Advisors’s Ares Capital ARCC Stock Holding History

Physician 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	$77.6K	Buy	4,190 +4,000	+2,105%	+$74.7K	0.01%	354
2026 Q1	$3.42K	Hold	190	–	–	﹤0.01%	1126
2025 Q4	$3.84K	Hold	190	–	–	﹤0.01%	1062
2025 Q3	$3.88K	Hold	190	–	–	﹤0.01%	993
2025 Q2	$4.17K	Hold	190	–	–	﹤0.01%	845
2025 Q1	$4.21K	Hold	190	–	–	﹤0.01%	762
2024 Q4	$4.16K	Buy	+190	New	+$4.1K	﹤0.01%	760

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

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

Physician Wealth Advisors increased its Ares Capital (ARCC) stake by 2,105% in Q2 2026, buying an estimated $74.7K and bringing the position to 4,190 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #354.

Physician Wealth Advisors first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Physician Wealth Advisors held 4,190 shares of Ares Capital worth $77.6K as of Q2 2026.
Physician Wealth Advisors bought 4,000 Ares Capital shares in Q2 2026, an estimated $74.7K.
Ares Capital made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #354 holding.
Physician Wealth Advisors first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

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