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Xcel Wealth Management’s Ares Capital ARCC Stock Holding History

Xcel Wealth Management’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 		$387K Sell
20,864
-86
-0.4% -$1.61K 0.09% 120
2026
Q1 		$378K Buy
20,950
+15
+0.1% +$290 0.1% 113
2025
Q4 		$424K Buy
20,935
+1,812
+9% +$36.6K 0.11% 110
2025
Q3 		$390K Sell
19,123
-4,138
-18% -$92K 0.1% 110
2025
Q2 		$511K Buy
23,261
+3,361
+17% +$71.5K 0.15% 91
2025
Q1 		$441K Buy
19,900
+3,550
+22% +$80.6K 0.14% 98
2024
Q4 		$358K Buy
16,350
+700
+4% +$15.1K 0.1% 103
2024
Q3 		$328K Buy
15,650
+3,750
+32% +$77.9K 0.1% 101
2024
Q2 		$248K Buy
11,900
+400
+3% +$8.36K 0.08% 117
2024
Q1 		$239K Buy
11,500
+1,350
+13% +$27.3K 0.07% 118
2023
Q4 		$203K Hold
10,150
– – 0.07% 111
2023
Q3 		$198K Buy
+10,150
New +$197K 0.08% 103

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

Xcel Wealth Management's ARCC Position: Q2 2026 in Review

Xcel Wealth Management reduced its Ares Capital (ARCC) stake by 0.41% in Q2 2026, selling an estimated $1.61K and leaving 20,864 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #120.

Xcel Wealth Management first reported a position in ARCC in Q3 2023 and has held it in 12 quarters since. The position peaked at $511K in Q2 2025. 786 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • Xcel Wealth Management held 20,864 shares of Ares Capital worth $387K as of Q2 2026.
  • Xcel Wealth Management sold 86 Ares Capital shares in Q2 2026, an estimated $1.61K.
  • Ares Capital made up 0.09% of Xcel Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Xcel Wealth Management first reported a position in Ares Capital in Q3 2023 and has held it in 12 quarters since.
  • Xcel Wealth Management's Ares Capital position peaked at $511K in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.