Sax Wealth Advisors’s Ares Capital ARCC Stock Holding History

Sax 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	$244K	Sell	13,522 -8,320	-38%	-$155K	0.01%	491
2026 Q1	$442K	Hold	21,842	–	–	0.02%	308
2025 Q4	$442K	Sell	21,842 -393	-2%	-$7.93K	0.02%	312
2025 Q3	$454K	Sell	22,235 -1,076	-5%	-$23.9K	0.02%	288
2025 Q2	$512K	Buy	23,311 +1,076	+5%	+$22.9K	0.03%	254
2025 Q1	$493K	Buy	+22,235	New	+$505K	0.04%	224

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

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

Sax Wealth Advisors reduced its Ares Capital (ARCC) stake by 38% in Q2 2026, selling an estimated $155K and leaving 13,522 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #491.

Sax Wealth Advisors first reported a position in ARCC in Q1 2025 and has held it in 6 quarters since. The position peaked at $512K in Q2 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Sax Wealth Advisors held 13,522 shares of Ares Capital worth $244K as of Q2 2026.
Sax Wealth Advisors sold 8,320 Ares Capital shares in Q2 2026, an estimated $155K.
Ares Capital made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #491 holding.
Sax Wealth Advisors first reported a position in Ares Capital in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's Ares Capital position peaked at $512K in Q2 2025.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.