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Advisory Research’s Ares Management ARES Stock Holding History

Advisory Research’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 		$1.76M Buy
15,846
+35
+0.2% +$4.2K 0.18% 80
2026
Q1 		$1.72M Sell
15,811
-1,299
-8% -$172K 0.21% 78
2025
Q4 		$2.77M Buy
17,110
+207
+1% +$32.2K 0.35% 58
2025
Q3 		$2.7M Buy
16,903
+798
+5% +$144K 0.35% 63
2025
Q2 		$2.79M Buy
16,105
+4,354
+37% +$689K 0.43% 52
2025
Q1 		$1.72M Buy
11,751
+415
+4% +$71.7K 0.3% 68
2024
Q4 		$2.01M Sell
11,336
-6
-0.1% -$1.02K 0.33% 63
2024
Q3 		$1.77M Sell
11,342
-563
-5% -$81.7K 0.31% 74
2024
Q2 		$1.59M Sell
11,905
-10,521
-47% -$1.44M 0.3% 80
2024
Q1 		$2.98M Sell
22,426
-3,558
-14% -$454K 0.59% 42
2023
Q4 		$3.09M Sell
25,984
-1,365
-5% -$148K 0.48% 52
2023
Q3 		$2.81M Sell
27,349
-2,584
-9% -$261K 0.39% 69
2023
Q2 		$2.88M Buy
29,933
+5,441
+22% +$470K 0.37% 76
2023
Q1 		$2.04M Sell
24,492
-1
-0% -$80 0.34% 77
2022
Q4 		$1.68M Sell
24,493
-92
-0.4% -$6.64K 0.16% 99
2022
Q3 		$1.52M Sell
24,585
-169
-0.7% -$11.8K 0.15% 113
2022
Q2 		$1.41M Buy
24,754
+2,600
+12% +$180K 0.14% 114
2022
Q1 		$1.8M Buy
22,154
+394
+2% +$30.3K 0.14% 111
2021
Q4 		$1.77M Buy
21,760
+170
+0.8% +$13.8K 0.14% 132
2021
Q3 		$1.59M Buy
21,590
+9,808
+83% +$706K 0.1% 152
2021
Q2 		$749K Buy
11,782
+7
+0.1% +$391 0.05% 234
2021
Q1 		$660K Sell
11,775
-538
-4% -$27.1K 0.05% 246
2020
Q4 		$579K Sell
12,313
-875
-7% -$39.6K 0.04% 247
2020
Q3 		$533K Buy
+13,188
New +$527K 0.05% 234

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

Advisory Research's ARES Position: Q2 2026 in Review

Advisory Research increased its Ares Management (ARES) stake by 0.22% in Q2 2026, buying an estimated $4.2K and bringing the position to 15,846 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #80.

Advisory Research first reported a position in ARES in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.09M in Q4 2023. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Advisory Research held 15,846 shares of Ares Management worth $1.76M as of Q2 2026.
  • Advisory Research bought 35 Ares Management shares in Q2 2026, an estimated $4.2K.
  • Ares Management made up 0.18% of Advisory Research's portfolio in Q2 2026, its #80 holding.
  • Advisory Research first reported a position in Ares Management in Q3 2020 and has held it in 24 quarters since.
  • Advisory Research's Ares Management position peaked at $3.09M in Q4 2023.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.