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Arete Wealth Advisors’s Ares Management ARES Stock Holding History

Arete Wealth 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
Q1 		– Sell
-6,007
Closed -$976K – 342
2025
Q4 		$976K Buy
6,007
+3,972
+195% +$619K 0.06% 293
2025
Q3 		$325K Sell
2,035
-32
-2% -$5.77K 0.02% 566
2025
Q2 		$358K Sell
2,067
-163
-7% -$25.8K 0.03% 508
2025
Q1 		$327K Sell
2,230
-93
-4% -$16.1K 0.03% 501
2024
Q4 		$412K Buy
2,323
+34
+1% +$5.8K 0.03% 465
2024
Q3 		$355K Sell
2,289
-652
-22% -$94.6K 0.03% 474
2024
Q2 		$394K Buy
+2,941
New +$402K 0.03% 449
2024
Q1 		– Sell
-3,501
Closed -$416K – 402
2023
Q4 		$416K Sell
3,501
-395
-10% -$42.9K 0.03% 453
2023
Q3 		$401K Buy
+3,896
New +$394K 0.07% 279
2020
Q1 		– Sell
-6,283
Closed -$224K – 347
2019
Q4 		$224K Sell
6,283
-1,668
-21% -$51.8K 0.04% 353
2019
Q3 		$213K Sell
7,951
-1,171
-13% -$33.5K 0.04% 360
2019
Q2 		$239K Sell
9,122
-284
-3% -$7.21K 0.05% 336
2019
Q1 		$218K Buy
+9,406
New +$205K 0.05% 341

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

Arete Wealth Advisors's ARES Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Ares Management (ARES) in Q1 2026, closing a stake of 6,007 shares — an estimated $976K sold.

Arete Wealth Advisors first reported a position in ARES in Q1 2019 and held it in 13 quarters. The position peaked at $976K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,007 Ares Management shares in Q1 2026, an estimated $976K.
  • Arete Wealth Advisors first reported a position in Ares Management in Q1 2019 and held it in 13 quarters.
  • Arete Wealth Advisors's Ares Management position peaked at $976K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.