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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
2025
Q4 		– Sell
-2,035
Closed -$325K – 381
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arete Wealth Advisors's ARES Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 2,035 shares — an estimated $325K sold.

Arete Wealth Advisors first reported a position in ARES in Q1 2019 and held it in 12 quarters. The position peaked at $416K in Q4 2023. 831 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,035 Ares Management shares in Q4 2025, an estimated $325K.
  • Arete Wealth Advisors first reported a position in Ares Management in Q1 2019 and held it in 12 quarters.
  • Arete Wealth Advisors's Ares Management position peaked at $416K in Q4 2023.
  • 831 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.