Windsor Advisory Group’s Ares Capital ARCC Stock Holding History

Windsor Advisory Group’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	-13,328	Closed	-$240K	–	98
2026 Q1	$240K	Buy	+13,328	New	+$258K	0.2%	49
2025 Q4	–	Sell	-12,144	Closed	-$248K	–	83
2025 Q3	$248K	Buy	+12,144	New	+$270K	0.22%	57
2024 Q4	–	Sell	-11,402	Closed	-$239K	–	84
2024 Q3	$239K	Buy	+11,402	New	+$237K	0.27%	55

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

Windsor Advisory Group's ARCC Position: Q2 2026 in Review

Windsor Advisory Group sold out of Ares Capital (ARCC) in Q2 2026, closing a stake of 13,328 shares — an estimated $240K sold.

Windsor Advisory Group first reported a position in ARCC in Q3 2024 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

Windsor Advisory Group reported no remaining Ares Capital position as of Q2 2026 after selling out during the quarter.
Windsor Advisory Group sold 13,328 Ares Capital shares in Q2 2026, an estimated $240K.
Windsor Advisory Group first reported a position in Ares Capital in Q3 2024 and held it in 3 quarters.
Windsor Advisory Group's Ares Capital position peaked at $248K in Q3 2025.
786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.