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Abound Wealth Management’s Ares Management ARES Stock Holding History

Abound Wealth Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-32
Closed -$3.49K – 1375
2026
Q1 		$3.49K Buy
+32
New +$4.25K ﹤0.01% 807
2025
Q4 		– Hold
0
– – – 1419
2025
Q3 		– Hold
0
– – – 1343
2024
Q4 		– Sell
-13
Closed -$2.03K – 1232
2024
Q3 		$2.03K Hold
13
– – ﹤0.01% 703
2024
Q2 		$1.73K Sell
13
-2
-13% -$273 ﹤0.01% 655
2024
Q1 		$2K Hold
15
– – ﹤0.01% 683
2023
Q4 		$1.79K Buy
15
+13
+650% +$1.41K ﹤0.01% 663
2023
Q3 		$209 Hold
2
– – ﹤0.01% 1097
2023
Q2 		$195 Buy
+2
New +$173 ﹤0.01% 1157

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Abound Wealth Management's ARES Position: Q2 2026 in Review

Abound Wealth Management sold out of Ares Management (ARES) in Q2 2026, closing a stake of 32 shares — an estimated $3.49K sold.

Abound Wealth Management first reported a position in ARES in Q2 2023 and held it in 7 quarters. The position peaked at $3.49K in Q1 2026. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Abound Wealth Management reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 32 Ares Management shares in Q2 2026, an estimated $3.49K.
  • Abound Wealth Management first reported a position in Ares Management in Q2 2023 and held it in 7 quarters.
  • Abound Wealth Management's Ares Management position peaked at $3.49K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.