Aries Wealth Management’s Ares Management ARES Stock Holding History

Aries 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	$415K	Hold	3,726	–	–	0.08%	168
2026 Q1	$407K	Hold	3,726	–	–	0.09%	167
2025 Q4	$602K	Sell	3,726 -72	-2%	-$11.2K	0.13%	131
2025 Q3	$607K	Sell	3,798 -1	-0%	-$180	0.14%	124
2025 Q2	$658K	Hold	3,799	–	–	0.17%	116
2025 Q1	$557K	Hold	3,799	–	–	0.15%	128
2024 Q4	$673K	Hold	3,799	–	–	0.19%	117
2024 Q3	$592K	Buy	+3,799	New	+$551K	0.16%	123

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 $3.38T AUM 44.17% 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

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

Aries Wealth Management held its Ares Management (ARES) position steady in Q2 2026 at 3,726 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #168.

Aries Wealth Management first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $673K in Q4 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Aries Wealth Management held 3,726 shares of Ares Management worth $415K as of Q2 2026.
Aries Wealth Management left its Ares Management share count unchanged in Q2 2026.
Ares Management made up 0.08% of Aries Wealth Management's portfolio in Q2 2026, its #168 holding.
Aries Wealth Management first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
Aries Wealth Management's Ares Management position peaked at $673K in Q4 2024.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.