Wealth Enhancement Advisory Services’s Ares Capital ARCC Stock Holding History

Wealth Enhancement Advisory Services’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	$3.1M	Buy	165,280 +4,491	+3%	+$83.8K	0.01%	1297
2026 Q1	$2.91M	Sell	160,789 -175,365	-52%	-$3.39M	0.01%	1197
2025 Q4	$6.92M	Sell	336,154 -56,189	-14%	-$1.13M	0.01%	859
2025 Q3	$7.79M	Buy	392,343 +36,635	+10%	+$814K	0.01%	748
2025 Q2	$7.97M	Sell	355,708 -37,809	-10%	-$804K	0.01%	713
2025 Q1	$8.72M	Buy	393,517 +87,934	+29%	+$2M	0.02%	626
2024 Q4	$6.69M	Buy	305,583 +38,624	+14%	+$833K	0.01%	700
2024 Q3	$5.59M	Sell	266,959 -12,882	-5%	-$268K	0.01%	688
2024 Q2	$5.83M	Buy	279,841 +3,074	+1%	+$64.2K	0.01%	645
2024 Q1	$5.76M	Sell	276,767 -39,878	-13%	-$808K	0.01%	627
2023 Q4	$6.34M	Buy	316,645 +31,044	+11%	+$606K	0.02%	545
2023 Q3	$5.56M	Buy	+285,601	New	+$5.54M	0.02%	553

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

Wealth Enhancement Advisory Services's ARCC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ares Capital (ARCC) stake by 2.8% in Q2 2026, buying an estimated $83.8K and bringing the position to 165,280 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #1297.

Wealth Enhancement Advisory Services first reported a position in ARCC in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.72M in Q1 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Wealth Enhancement Advisory Services held 165,280 shares of Ares Capital worth $3.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,491 Ares Capital shares in Q2 2026, an estimated $83.8K.
Ares Capital made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1297 holding.
Wealth Enhancement Advisory Services first reported a position in Ares Capital in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Ares Capital position peaked at $8.72M in Q1 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.