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Alliance Wealth Advisors (Utah)’s Ares Management ARES Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$950K Sell
8,534
-2,915
-25% -$350K 0.18% 74
2026
Q1 		$1.25M Sell
11,449
-6,095
-35% -$809K 0.27% 70
2025
Q4 		$2.84M Sell
17,544
-9,186
-34% -$1.43M 0.61% 42
2025
Q3 		$4.27M Sell
26,730
-646
-2% -$117K 1% 25
2025
Q2 		$4.74M Buy
27,376
+649
+2% +$103K 1.14% 15
2025
Q1 		$3.92M Buy
26,727
+237
+0.9% +$41K 1.02% 23
2024
Q4 		$4.69M Buy
26,490
+389
+1% +$66.4K 1.21% 15
2024
Q3 		$4.07M Buy
26,101
+1,126
+5% +$163K 1.07% 24
2024
Q2 		$3.33M Buy
24,975
+732
+3% +$100K 0.98% 32
2024
Q1 		$3.22M Sell
24,243
-4,678
-16% -$598K 0.96% 29
2023
Q4 		$3.44M Buy
28,921
+534
+2% +$58K 1.16% 21
2023
Q3 		$2.92M Buy
28,387
+1,012
+4% +$102K 1.08% 23
2023
Q2 		$2.64M Buy
27,375
+726
+3% +$62.8K 0.98% 28
2023
Q1 		$2.22M Buy
26,649
+292
+1% +$23.2K 0.89% 32
2022
Q4 		$1.8M Buy
+26,357
New +$1.9M 0.81% 39

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

Alliance Wealth Advisors (Utah)'s ARES Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Ares Management (ARES) stake by 25% in Q2 2026, selling an estimated $350K and leaving 8,534 shares worth $950K. The position accounts for 0.18% of the portfolio, ranked #74.

Alliance Wealth Advisors (Utah) first reported a position in ARES in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.74M in Q2 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 8,534 shares of Ares Management worth $950K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 2,915 Ares Management shares in Q2 2026, an estimated $350K.
  • Ares Management made up 0.18% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #74 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Ares Management in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Ares Management position peaked at $4.74M in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.