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ALPS Advisors’s Ares Management ARES Stock Holding History

ALPS Advisors’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 		$2.44M Buy
21,922
+2,142
+11% +$257K 0.01% 460
2026
Q1 		$2.16M Hold
19,780
– – 0.01% 389
2025
Q4 		$3.2M Sell
19,780
-1,710
-8% -$266K 0.02% 322
2025
Q3 		$3.44M Sell
21,490
-890
-4% -$161K 0.02% 302
2025
Q2 		$3.88M Sell
22,380
-2,190
-9% -$346K 0.02% 274
2025
Q1 		$3.6M Sell
24,570
-535
-2% -$92.4K 0.02% 273
2024
Q4 		$4.44M Sell
25,105
-1,150
-4% -$196K 0.03% 241
2024
Q3 		$4.09M Sell
26,255
-1,135
-4% -$165K 0.03% 255
2024
Q2 		$3.65M Sell
27,390
-1,225
-4% -$167K 0.03% 263
2024
Q1 		$3.81M Sell
28,615
-2,385
-8% -$305K 0.03% 263
2023
Q4 		$3.69M Sell
31,000
-500
-2% -$54.3K 0.03% 255
2023
Q3 		$3.24M Sell
31,500
-3,200
-9% -$324K 0.03% 258
2023
Q2 		$3.34M Sell
34,700
-1,350
-4% -$117K 0.03% 232
2023
Q1 		$3.01M Sell
36,050
-750
-2% -$59.6K 0.03% 233
2022
Q4 		$2.52M Sell
36,800
-5,025
-12% -$363K 0.02% 259
2022
Q3 		$2.59M Buy
41,825
+16,225
+63% +$1.13M 0.02% 255
2022
Q2 		$1.46M Sell
25,600
-6,975
-21% -$482K 0.01% 369
2022
Q1 		$2.65M Buy
32,575
+550
+2% +$42.2K 0.03% 176
2021
Q4 		$2.6M Buy
32,025
+3,025
+10% +$246K 0.03% 222
2021
Q3 		$2.14M Sell
29,000
-1,200
-4% -$86.4K 0.02% 308
2021
Q2 		$1.92M Buy
+30,200
New +$1.69M 0.02% 332
2016
Q1 		– Sell
-768,915
Closed -$9.94M – 645
2015
Q4 		$9.94M Sell
768,915
-44,479
-5% -$668K 0.1% 107
2015
Q3 		$1.42M Buy
+813,394
New +$14.9M 0.02% 190

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

ALPS Advisors's ARES Position: Q2 2026 in Review

ALPS Advisors increased its Ares Management (ARES) stake by 11% in Q2 2026, buying an estimated $257K and bringing the position to 21,922 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #460.

ALPS Advisors first reported a position in ARES in Q3 2015 and has held it in 23 quarters since. The position peaked at $9.94M in Q4 2015. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • ALPS Advisors held 21,922 shares of Ares Management worth $2.44M as of Q2 2026.
  • ALPS Advisors bought 2,142 Ares Management shares in Q2 2026, an estimated $257K.
  • Ares Management made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #460 holding.
  • ALPS Advisors first reported a position in Ares Management in Q3 2015 and has held it in 23 quarters since.
  • ALPS Advisors's Ares Management position peaked at $9.94M in Q4 2015.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.