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Whipplewood Advisors’s Ares Capital ARCC Stock Holding History

Whipplewood Advisors’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 		$3.29M Buy
177,662
+49,054
+38% +$916K 2.22% 8
2026
Q1 		$2.32M Buy
128,608
+16,118
+14% +$312K 1.2% 17
2025
Q4 		$2.28M Buy
112,490
+39,382
+54% +$794K 1.46% 16
2025
Q3 		$1.49M Buy
73,108
+31,640
+76% +$703K 0.98% 29
2025
Q2 		$911K Buy
41,468
+41,464
+1,036,600% +$882K 0.5% 54
2025
Q1 		$197K Sell
4
-8,711
-100% -$198K 0.12% 159
2024
Q4 		$191K Buy
+8,715
New +$188K 0.11% 163

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whipplewood Advisors's ARCC Position: Q2 2026 in Review

Whipplewood Advisors increased its Ares Capital (ARCC) stake by 38% in Q2 2026, buying an estimated $916K and bringing the position to 177,662 shares worth $3.29M. The position accounts for 2.22% of the portfolio, ranked #8.

Whipplewood Advisors first reported a position in ARCC in Q4 2024 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Whipplewood Advisors held 177,662 shares of Ares Capital worth $3.29M as of Q2 2026.
  • Whipplewood Advisors bought 49,054 Ares Capital shares in Q2 2026, an estimated $916K.
  • Ares Capital made up 2.22% of Whipplewood Advisors's portfolio in Q2 2026, its #8 holding.
  • Whipplewood Advisors first reported a position in Ares Capital in Q4 2024 and has held it in 7 quarters since.
  • 784 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.