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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor OS's ARES Position: Q1 2026 in Review

Advisor OS reduced its Ares Management (ARES) stake by 16% in Q1 2026, selling an estimated $93.8K and leaving 3,722 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #346.

Advisor OS first reported a position in ARES in Q3 2024 and has held it in 7 quarters since. The position peaked at $955K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Advisor OS held 3,722 shares of Ares Management worth $406K as of Q1 2026.
  • Advisor OS sold 707 Ares Management shares in Q1 2026, an estimated $93.8K.
  • Ares Management made up 0.03% of Advisor OS's portfolio in Q1 2026, its #346 holding.
  • Advisor OS first reported a position in Ares Management in Q3 2024 and has held it in 7 quarters since.
  • Advisor OS's Ares Management position peaked at $955K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.