Van Hulzen Asset Management’s Ares Capital ARCC Stock Holding History

Van Hulzen Asset 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 Q1	$552K	Sell	30,630 -539	-2%	-$10.4K	0.04%	218
2025 Q4	$631K	Buy	31,169 +11,967	+62%	+$241K	0.05%	200
2025 Q3	$392K	Buy	19,202 +302	+2%	+$6.71K	0.03%	247
2025 Q2	$415K	Buy	+18,900	New	+$402K	0.03%	232
2025 Q1	–	Sell	-900	Closed	-$19.7K	–	351
2024 Q4	$19.7K	Buy	+900	New	+$19.4K	﹤0.01%	681
2023 Q3	–	Sell	-13,965	Closed	-$262K	–	300
2023 Q2	$262K	Buy	+13,965	New	+$258K	0.02%	261
2019 Q2	–	Sell	-11,478	Closed	-$197K	–	261
2019 Q1	$197K	Sell	11,478 -3,368	-23%	-$56.4K	0.05%	227
2018 Q4	$231K	Sell	14,846 -893	-6%	-$14.8K	0.07%	198
2018 Q3	$271K	Buy	+15,739	New	+$270K	0.07%	181

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Van Hulzen Asset Management's ARCC Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Ares Capital (ARCC) stake by 1.7% in Q1 2026, selling an estimated $10.4K and leaving 30,630 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #218.

Van Hulzen Asset Management first reported a position in ARCC in Q3 2018 and has held it in 9 quarters since. The position peaked at $631K in Q4 2025. 807 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

Van Hulzen Asset Management held 30,630 shares of Ares Capital worth $552K as of Q1 2026.
Van Hulzen Asset Management sold 539 Ares Capital shares in Q1 2026, an estimated $10.4K.
Ares Capital made up 0.04% of Van Hulzen Asset Management's portfolio in Q1 2026, its #218 holding.
Van Hulzen Asset Management first reported a position in Ares Capital in Q3 2018 and has held it in 9 quarters since.
Van Hulzen Asset Management's Ares Capital position peaked at $631K in Q4 2025.
807 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.