SHP Wealth Management’s Ares Capital ARCC Stock Holding History

SHP 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	–	Sell	-70	Closed	-$1.26K	–	1989
2026 Q1	$1.26K	Sell	70 -1,993	-97%	-$38.6K	﹤0.01%	1403
2025 Q4	$41.7K	Buy	+2,063	New	+$41.6K	﹤0.01%	519

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

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

SHP Wealth Management sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 70 shares — an estimated $1.26K sold.

SHP Wealth Management first reported a position in ARCC in Q4 2025 and held it in 2 quarters. The position peaked at $41.7K in Q4 2025. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

SHP Wealth Management reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 70 Ares Capital shares in Q2 2026, an estimated $1.26K.
SHP Wealth Management first reported a position in Ares Capital in Q4 2025 and held it in 2 quarters.
SHP Wealth Management's Ares Capital position peaked at $41.7K in Q4 2025.
787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.