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 Q2	$361K	Sell	3,245 -6,063	-65%	-$727K	0.02%	347
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Angeles Wealth Management's ARES Position: Q2 2026 in Review

Angeles Wealth Management reduced its Ares Management (ARES) stake by 65% in Q2 2026, selling an estimated $727K and leaving 3,245 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #347.

Angeles Wealth Management first reported a position in ARES in Q1 2022 and has held it in 18 quarters since. The position peaked at $37.1M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Angeles Wealth Management held 3,245 shares of Ares Management worth $361K as of Q2 2026.
Angeles Wealth Management sold 6,063 Ares Management shares in Q2 2026, an estimated $727K.
Ares Management made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #347 holding.
Angeles Wealth Management first reported a position in Ares Management in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's Ares Management position peaked at $37.1M in Q2 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.