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Apollon Wealth Management’s Ares Management ARES Stock Holding History

Apollon 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 		$2.7M Sell
24,234
-608
-2% -$72.9K 0.03% 430
2026
Q1 		$2.71M Buy
24,842
+3,089
+14% +$410K 0.04% 320
2025
Q4 		$3.52M Sell
21,753
-514
-2% -$80.1K 0.06% 261
2025
Q3 		$3.56M Sell
22,267
-1,344
-6% -$242K 0.06% 255
2025
Q2 		$4.09M Buy
23,611
+1,857
+9% +$294K 0.08% 213
2025
Q1 		$3.19M Buy
21,754
+491
+2% +$84.8K 0.07% 246
2024
Q4 		$3.76M Buy
21,263
+915
+4% +$156K 0.09% 211
2024
Q3 		$3.17M Buy
20,348
+294
+1% +$42.7K 0.09% 203
2024
Q2 		$2.67M Sell
20,054
-2,482
-11% -$339K 0.08% 225
2024
Q1 		$3M Sell
22,536
-2,329
-9% -$297K 0.09% 199
2023
Q4 		$2.96M Buy
24,865
+13,930
+127% +$1.51M 0.1% 184
2023
Q3 		$1.12M Buy
10,935
+556
+5% +$56.2K 0.06% 330
2023
Q2 		$1M Buy
10,379
+1,831
+21% +$158K 0.05% 382
2023
Q1 		$713K Sell
8,548
-739
-8% -$58.8K 0.04% 418
2022
Q4 		$636K Buy
9,287
+379
+4% +$27.3K 0.05% 432
2022
Q3 		$552K Buy
+8,908
New +$623K 0.05% 416

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

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

Apollon Wealth Management reduced its Ares Management (ARES) stake by 2.4% in Q2 2026, selling an estimated $72.9K and leaving 24,234 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #430.

Apollon Wealth Management first reported a position in ARES in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.09M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Apollon Wealth Management held 24,234 shares of Ares Management worth $2.7M as of Q2 2026.
  • Apollon Wealth Management sold 608 Ares Management shares in Q2 2026, an estimated $72.9K.
  • Ares Management made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Apollon Wealth Management first reported a position in Ares Management in Q3 2022 and has held it in 16 quarters since.
  • Apollon Wealth Management's Ares Management position peaked at $4.09M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.