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Angeles Wealth Management’s Ares Management ARES Stock Holding History

Angeles Wealth Management’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 		$1.02M Buy
9,308
+262
+3% +$34.8K 0.06% 143
2025
Q4 		$1.46M Sell
9,046
-204,347
-96% -$31.8M 0.08% 96
2025
Q3 		$34.1M Sell
213,393
-662
-0.3% -$119K 2.09% 12
2025
Q2 		$37.1M Buy
214,055
+1
+0% +$158 2.54% 11
2025
Q1 		$31.4M Buy
214,054
+40,711
+23% +$7.03M 2.61% 8
2024
Q4 		$30.7M Buy
173,343
+2
+0% +$341 2.53% 11
2024
Q3 		$27M Sell
173,341
-199
-0.1% -$28.9K 2.33% 12
2024
Q2 		$23.1M Buy
173,540
+201
+0.1% +$27.4K 2.17% 13
2024
Q1 		$23.1M Buy
173,339
+29,116
+20% +$3.72M 2.31% 11
2023
Q4 		$17.2M Sell
144,223
-51
-0% -$5.54K 2.09% 14
2023
Q3 		$14.8M Sell
144,274
-72,898
-34% -$7.37M 2.1% 15
2023
Q2 		$20.9M Buy
217,172
+51
+0% +$4.41K 2.85% 11
2023
Q1 		$18.1M Buy
217,121
+18,486
+9% +$1.47M 2.7% 9
2022
Q4 		$13.6M Sell
198,635
-104
-0.1% -$7.5K 2.38% 13
2022
Q3 		$12.3M Hold
198,739
– – 2.44% 13
2022
Q2 		$11.3M Hold
198,739
– – 2.26% 14
2022
Q1 		$16.1M Buy
+198,739
New +$15.3M 3.05% 10

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

Angeles Wealth Management's ARES Position: Q1 2026 in Review

Angeles Wealth Management increased its Ares Management (ARES) stake by 2.9% in Q1 2026, buying an estimated $34.8K and bringing the position to 9,308 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #143.

Angeles Wealth Management first reported a position in ARES in Q1 2022 and has held it in 17 quarters since. The position peaked at $37.1M in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Angeles Wealth Management held 9,308 shares of Ares Management worth $1.02M as of Q1 2026.
  • Angeles Wealth Management bought 262 Ares Management shares in Q1 2026, an estimated $34.8K.
  • Ares Management made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Angeles Wealth Management first reported a position in Ares Management in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Ares Management position peaked at $37.1M in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.