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Strategies Wealth Advisors’s Ares Capital ARCC Stock Holding History

Strategies 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 		$343K Buy
+18,526
New +$346K 0.03% 148
2025
Q4 		– Sell
-13,304
Closed -$272K – 189
2025
Q3 		$272K Buy
13,304
+3,572
+37% +$79.4K 0.03% 153
2025
Q2 		$214K Buy
9,732
+193
+2% +$4.1K 0.02% 174
2025
Q1 		$211K Buy
+9,539
New +$217K 0.03% 166

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

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

Strategies Wealth Advisors opened a new position in Ares Capital (ARCC) in Q2 2026: 18,526 shares worth $343K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Strategies Wealth Advisors previously reported a position in ARCC as recently as Q3 2025.

Strategies Wealth Advisors first reported a position in ARCC in Q1 2025 and has held it in 4 quarters since. 787 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Strategies Wealth Advisors held 18,526 shares of Ares Capital worth $343K as of Q2 2026.
  • Ares Capital was a new Strategies Wealth Advisors position in Q2 2026.
  • Ares Capital made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Strategies Wealth Advisors first reported a position in Ares Capital in Q1 2025 and has held it in 4 quarters since.
  • 787 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.