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Atlantic Edge Private Wealth Management’s Ares Management ARES Stock Holding History

Atlantic Edge Private 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 		– Sell
-400
Closed -$43.6K – 626
2026
Q1 		$43.6K Buy
400
+140
+54% +$18.6K 0.01% 250
2025
Q4 		$42K Buy
+260
New +$40.5K 0.01% 235

Other funds holding ARES

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ARES Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management sold out of Ares Management (ARES) in Q2 2026, closing a stake of 400 shares — an estimated $43.6K sold.

Atlantic Edge Private Wealth Management first reported a position in ARES in Q4 2025 and held it in 2 quarters. The position peaked at $43.6K in Q1 2026. 325 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Atlantic Edge Private Wealth Management reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 400 Ares Management shares in Q2 2026, an estimated $43.6K.
  • Atlantic Edge Private Wealth Management first reported a position in Ares Management in Q4 2025 and held it in 2 quarters.
  • Atlantic Edge Private Wealth Management's Ares Management position peaked at $43.6K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.