Wealthcare Advisory Partners’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.89M | Buy |
264,044
+32,983
| +14% | +$616K | 0.09% | 181 |
|
|
2026
Q1 | $4.16M | Buy |
231,061
+2,530
| +1% | +$49K | 0.08% | 210 |
|
|
2025
Q4 | $4.62M | Buy |
228,531
+29,649
| +15% | +$598K | 0.09% | 195 |
|
|
2025
Q3 | $4.06M | Buy |
198,882
+20,664
| +12% | +$459K | 0.08% | 197 |
|
|
2025
Q2 | $3.91M | Buy |
178,218
+57,975
| +48% | +$1.23M | 0.09% | 184 |
|
|
2025
Q1 | $2.66M | Buy |
120,243
+106,881
| +800% | +$2.43M | 0.07% | 235 |
|
|
2024
Q4 | $293K | Buy |
13,362
+964
| +8% | +$20.8K | 0.01% | 724 |
|
|
2024
Q3 | $260K | Sell |
12,398
-7,646
| -38% | -$159K | 0.01% | 755 |
|
|
2024
Q2 | $418K | Sell |
20,044
-243,118
| -92% | -$5.08M | 0.01% | 575 |
|
|
2024
Q1 | $5.48M | Sell |
263,162
-28,171
| -10% | -$571K | 0.18% | 101 |
|
|
2023
Q4 | $5.84M | Buy |
291,333
+278,797
| +2,224% | +$5.44M | 0.23% | 76 |
|
|
2023
Q3 | $244K | Sell |
12,536
-16,047
| -56% | -$311K | 0.01% | 600 |
|
|
2023
Q2 | $537K | Buy |
28,583
+4,368
| +18% | +$80.7K | 0.02% | 431 |
|
|
2023
Q1 | $443K | Buy |
24,215
+4,128
| +21% | +$78K | 0.02% | 491 |
|
|
2022
Q4 | $371K | Buy |
20,087
+4,278
| +27% | +$80.4K | 0.02% | 485 |
|
|
2022
Q3 | $267K | Buy |
15,809
+5,508
| +53% | +$106K | 0.02% | 509 |
|
|
2022
Q2 | $185K | Sell |
10,301
-718,835
| -99% | -$14.2M | 0.01% | 537 |
|
|
2022
Q1 | $15.3M | Buy |
729,136
+83,172
| +13% | +$1.77M | 0.93% | 27 |
|
|
2021
Q4 | $13.7M | Buy |
645,964
+624,315
| +2,884% | +$13M | 0.82% | 29 |
|
|
2021
Q3 | $440K | Buy |
21,649
+8
| +0% | +$160 | 0.03% | 342 |
|
|
2021
Q2 | $424K | Buy |
21,641
+9
| +0% | +$174 | 0.03% | 350 |
|
|
2021
Q1 | $405K | Buy |
21,632
+1,518
| +8% | +$27.3K | 0.03% | 332 |
|
|
2020
Q4 | $340K | Buy |
+20,114
| New | +$312K | 0.03% | 303 |
|
|
2020
Q2 | – | Sell |
-4,602
| Closed | -$50K | – | 376 |
|
|
2020
Q1 | $50K | Buy |
4,602
+4,458
| +3,096% | +$75.2K | 0.01% | 508 |
|
|
2019
Q4 | $3K | Hold |
144
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q3 | $3K | Sell |
144
-438
| -75% | -$8.12K | ﹤0.01% | 1130 |
|
|
2019
Q2 | $10K | Buy |
582
+10
| +2% | +$177 | ﹤0.01% | 893 |
|
|
2019
Q1 | $10K | Buy |
572
+10
| +2% | +$168 | ﹤0.01% | 804 |
|
|
2018
Q4 | $9K | Sell |
562
-380
| -40% | -$6.29K | ﹤0.01% | 799 |
|
|
2018
Q3 | $16K | Buy |
942
+9
| +1% | +$154 | ﹤0.01% | 728 |
|
|
2018
Q2 | $15K | Buy |
933
+162
| +21% | +$2.66K | ﹤0.01% | 733 |
|
|
2018
Q1 | $12K | Buy |
771
+381
| +98% | +$6.04K | ﹤0.01% | 681 |
|
|
2017
Q4 | $6K | Buy |
390
+62
| +19% | +$1.01K | ﹤0.01% | 748 |
|
|
2017
Q3 | $5K | Buy |
+328
| New | +$5.31K | ﹤0.01% | 632 |
|
Other funds holding ARCC
SO
GAM
Wealthcare Advisory Partners's ARCC Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Ares Capital (ARCC) stake by 14% in Q2 2026, buying an estimated $616K and bringing the position to 264,044 shares worth $4.89M. The position accounts for 0.09% of the portfolio, ranked #181.
Wealthcare Advisory Partners first reported a position in ARCC in Q3 2017 and has held it in 34 quarters since. The position peaked at $15.3M in Q1 2022. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.
- Wealthcare Advisory Partners held 264,044 shares of Ares Capital worth $4.89M as of Q2 2026.
- Wealthcare Advisory Partners bought 32,983 Ares Capital shares in Q2 2026, an estimated $616K.
- Ares Capital made up 0.09% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #181 holding.
- Wealthcare Advisory Partners first reported a position in Ares Capital in Q3 2017 and has held it in 34 quarters since.
- Wealthcare Advisory Partners's Ares Capital position peaked at $15.3M in Q1 2022.
- 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.