Arkadios Wealth Advisors’s Ares Management ARES Stock Holding History

Arkadios 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	$271K	Buy	2,489 +786	+46%	+$104K	﹤0.01%	1405
2025 Q4	$275K	Sell	1,703 -760	-31%	-$118K	0.01%	1285
2025 Q3	$394K	Buy	+2,463	New	+$444K	0.01%	1050
2021 Q4	–	Sell	-1,892	Closed	-$139K	–	646
2021 Q3	$139K	Buy	1,892 +12	+0.6%	+$864	0.02%	599
2021 Q2	$119K	Buy	1,880 +14	+0.8%	+$783	0.01%	673
2021 Q1	$104K	Buy	+1,866	New	+$93.9K	0.02%	530

Other funds holding ARES

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Ares Management (ARES) stake by 46% in Q1 2026, buying an estimated $104K and bringing the position to 2,489 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Arkadios Wealth Advisors first reported a position in ARES in Q1 2021 and has held it in 6 quarters since. The position peaked at $394K in Q3 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Arkadios Wealth Advisors held 2,489 shares of Ares Management worth $271K as of Q1 2026.
Arkadios Wealth Advisors bought 786 Ares Management shares in Q1 2026, an estimated $104K.
Ares Management made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1405 holding.
Arkadios Wealth Advisors first reported a position in Ares Management in Q1 2021 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Ares Management position peaked at $394K in Q3 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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