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Alteri Wealth’s Ares Management ARES Stock Holding History

Alteri Wealth’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 		$482K Buy
+4,327
New +$519K 0.13% 173

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Alteri Wealth's ARES Position: Q2 2026 in Review

Alteri Wealth opened a new position in Ares Management (ARES) in Q2 2026: 4,327 shares worth $482K. The stake represents 0.13% of the portfolio and ranks #173 among its holdings.

288 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Alteri Wealth held 4,327 shares of Ares Management worth $482K as of Q2 2026.
  • Ares Management was a new Alteri Wealth position in Q2 2026.
  • Ares Management made up 0.13% of Alteri Wealth's portfolio in Q2 2026, its #173 holding.
  • 288 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.