Wealthspire Advisors (New York)’s Ares Capital ARCC Stock Holding History

Wealthspire Advisors (New York)’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	$777K	Buy	41,955 +22,807	+119%	+$426K	﹤0.01%	627
2026 Q1	$345K	Buy	+19,148	New	+$371K	﹤0.01%	686
2025 Q4	–	Sell	-9,848	Closed	-$201K	–	1141
2025 Q3	$201K	Buy	+9,848	New	+$219K	﹤0.01%	790
2022 Q3	–	Sell	-15,435	Closed	-$277K	–	512
2022 Q2	$277K	Buy	15,435 +2,024	+15%	+$39.9K	0.01%	416
2022 Q1	$281K	Sell	13,411 -55,600	-81%	-$1.18M	0.01%	360
2021 Q4	$1.46M	Buy	69,011 +9,844	+17%	+$204K	0.03%	179
2021 Q3	$1.2M	Buy	+59,167	New	+$1.19M	0.03%	224
2020 Q3	–	Sell	-20,000	Closed	-$289K	–	330
2020 Q2	$289K	Buy	+20,000	New	+$270K	0.02%	211

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

Wealthspire Advisors (New York)'s ARCC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Ares Capital (ARCC) stake by 119% in Q2 2026, buying an estimated $426K and bringing the position to 41,955 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Wealthspire Advisors (New York) first reported a position in ARCC in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.46M in Q4 2021. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Wealthspire Advisors (New York) held 41,955 shares of Ares Capital worth $777K as of Q2 2026.
Wealthspire Advisors (New York) bought 22,807 Ares Capital shares in Q2 2026, an estimated $426K.
Ares Capital made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #627 holding.
Wealthspire Advisors (New York) first reported a position in Ares Capital in Q2 2020 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Ares Capital position peaked at $1.46M in Q4 2021.
784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.