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 Q2	–	Sell	-30,630	Closed	-$552K	–	389
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 $1.89T 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

Van Hulzen Asset Management's ARCC Position: Q2 2026 in Review

Van Hulzen Asset Management sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 30,630 shares — an estimated $552K sold.

Van Hulzen Asset Management first reported a position in ARCC in Q3 2018 and held it in 9 quarters. The position peaked at $631K in Q4 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Van Hulzen Asset Management reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
Van Hulzen Asset Management sold 30,630 Ares Capital shares in Q2 2026, an estimated $552K.
Van Hulzen Asset Management first reported a position in Ares Capital in Q3 2018 and held it in 9 quarters.
Van Hulzen Asset Management's Ares Capital position peaked at $631K in Q4 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.