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Annis Gardner Whiting Capital Advisors’s Ares Management ARES Stock Holding History

Annis Gardner Whiting Capital 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 		$505K Buy
4,539
+840
+23% +$101K 0.08% 200
2026
Q1 		$404K Buy
3,699
+20
+0.5% +$2.65K 0.06% 214
2025
Q4 		$595K Buy
3,679
+1,764
+92% +$275K 0.11% 159
2025
Q3 		$306K Buy
1,915
+1,792
+1,457% +$323K 0.06% 233
2025
Q2 		$21.3K Buy
+123
New +$19.5K 0.01% 557
2025
Q1 		– Sell
-815
Closed -$144K – 748
2024
Q4 		$144K Buy
+815
New +$139K 0.04% 235
2024
Q3 		– Sell
-246
Closed -$32.8K – 749
2024
Q2 		$32.8K Buy
246
+24
+11% +$3.28K 0.01% 474
2024
Q1 		$29.7K Buy
+222
New +$28.4K 0.01% 478

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

Annis Gardner Whiting Capital Advisors's ARES Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Ares Management (ARES) stake by 23% in Q2 2026, buying an estimated $101K and bringing the position to 4,539 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #200.

Annis Gardner Whiting Capital Advisors first reported a position in ARES in Q1 2024 and has held it in 8 quarters since. The position peaked at $595K in Q4 2025. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 4,539 shares of Ares Management worth $505K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 840 Ares Management shares in Q2 2026, an estimated $101K.
  • Ares Management made up 0.08% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #200 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Ares Management in Q1 2024 and has held it in 8 quarters since.
  • Annis Gardner Whiting Capital Advisors's Ares Management position peaked at $595K in Q4 2025.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.