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Advisornet Financial’s Ares Management ARES Stock Holding History

Advisornet Financial’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 		$13.6K Buy
125
+14
+13% +$1.86K ﹤0.01% 1445
2025
Q4 		$17.9K Buy
111
+8
+8% +$1.25K ﹤0.01% 1371
2025
Q3 		$16.5K Sell
103
-36
-26% -$6.49K ﹤0.01% 1368
2025
Q2 		$24.1K Buy
139
+10
+8% +$1.58K ﹤0.01% 1214
2025
Q1 		$18.9K Buy
129
+2
+2% +$346 ﹤0.01% 1214
2024
Q4 		$22.5K Sell
127
-6
-5% -$1.02K ﹤0.01% 1105
2024
Q3 		$20.7K Sell
133
-20
-13% -$2.9K ﹤0.01% 1186
2024
Q2 		$20.4K Hold
153
– – ﹤0.01% 1091
2024
Q1 		$20.3K Buy
153
+5
+3% +$639 ﹤0.01% 1068
2023
Q4 		$17.6K Sell
148
-57
-28% -$6.19K ﹤0.01% 1127
2023
Q3 		$21.1K Sell
205
-143
-41% -$14.5K ﹤0.01% 1015
2023
Q2 		$33.5K Sell
348
-22
-6% -$1.9K ﹤0.01% 927
2023
Q1 		$30.9K Sell
370
-97
-21% -$7.71K ﹤0.01% 933
2022
Q4 		$32K Sell
467
-54
-10% -$3.9K ﹤0.01% 913
2022
Q3 		$32K Sell
521
-155
-23% -$10.8K ﹤0.01% 971
2022
Q2 		$38K Sell
676
-565
-46% -$39.1K ﹤0.01% 945
2022
Q1 		$101K Buy
1,241
+730
+143% +$56.1K 0.01% 745
2021
Q4 		$42K Buy
+511
New +$41.6K ﹤0.01% 1069

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

Advisornet Financial's ARES Position: Q1 2026 in Review

Advisornet Financial increased its Ares Management (ARES) stake by 13% in Q1 2026, buying an estimated $1.86K and bringing the position to 125 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Advisornet Financial first reported a position in ARES in Q4 2021 and has held it in 18 quarters since. The position peaked at $101K in Q1 2022. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Advisornet Financial held 125 shares of Ares Management worth $13.6K as of Q1 2026.
  • Advisornet Financial bought 14 Ares Management shares in Q1 2026, an estimated $1.86K.
  • Ares Management made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1445 holding.
  • Advisornet Financial first reported a position in Ares Management in Q4 2021 and has held it in 18 quarters since.
  • Advisornet Financial's Ares Management position peaked at $101K in Q1 2022.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.