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Advisor OS’s Ares Management ARES Stock Holding History

Advisor OS’s Portfolio ARES Stock Details ARES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$889K Sell
5,131
-103
-2% -$17.8K 0.09% 168
2025
Q1 		$767K Sell
5,234
-159
-3% -$23.3K 0.09% 159
2024
Q4 		$955K Sell
5,393
-181
-3% -$32K 0.11% 127
2024
Q3 		$869K Buy
+5,574
New +$869K 0.09% 177