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Advisor OS’s Ares Management ARES Stock Holding History

Advisor OS’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 		$366K Sell
3,291
-431
-12% -$51.7K 0.02% 395
2026
Q1 		$406K Sell
3,722
-707
-16% -$93.8K 0.03% 346
2025
Q4 		$716K Sell
4,429
-236
-5% -$36.8K 0.06% 214
2025
Q3 		$746K Sell
4,665
-466
-9% -$84.1K 0.06% 192
2025
Q2 		$889K Sell
5,131
-103
-2% -$16.3K 0.09% 168
2025
Q1 		$767K Sell
5,234
-159
-3% -$27.5K 0.09% 159
2024
Q4 		$955K Sell
5,393
-181
-3% -$30.9K 0.11% 127
2024
Q3 		$869K Buy
+5,574
New +$809K 0.09% 177

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

Advisor OS's ARES Position: Q2 2026 in Review

Advisor OS reduced its Ares Management (ARES) stake by 12% in Q2 2026, selling an estimated $51.7K and leaving 3,291 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #395.

Advisor OS first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $955K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Advisor OS held 3,291 shares of Ares Management worth $366K as of Q2 2026.
  • Advisor OS sold 431 Ares Management shares in Q2 2026, an estimated $51.7K.
  • Ares Management made up 0.02% of Advisor OS's portfolio in Q2 2026, its #395 holding.
  • Advisor OS first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
  • Advisor OS's Ares Management position peaked at $955K in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.