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 Q2	$419K	Buy	3,768 +1,279	+51%	+$153K	0.01%	1216
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 $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 $3.37T AUM 44.26% 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

Arkadios Wealth Advisors's ARES Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Ares Management (ARES) stake by 51% in Q2 2026, buying an estimated $153K and bringing the position to 3,768 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #1216.

Arkadios Wealth Advisors first reported a position in ARES in Q1 2021 and has held it in 7 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Arkadios Wealth Advisors held 3,768 shares of Ares Management worth $419K as of Q2 2026.
Arkadios Wealth Advisors bought 1,279 Ares Management shares in Q2 2026, an estimated $153K.
Ares Management made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1216 holding.
Arkadios Wealth Advisors first reported a position in Ares Management in Q1 2021 and has held it in 7 quarters since.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.