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Atria Investments’s Ares Management ARES Stock Holding History

Atria Investments’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 		$1.61M Sell
14,796
-4,058
-22% -$538K 0.02% 808
2025
Q4 		$3.05M Buy
18,854
+67
+0.4% +$10.4K 0.03% 555
2025
Q3 		$3M Buy
18,787
+4,293
+30% +$774K 0.03% 571
2025
Q2 		$2.51M Buy
14,494
+809
+6% +$128K 0.03% 629
2025
Q1 		$2.01M Buy
13,685
+5,544
+68% +$958K 0.03% 698
2024
Q4 		$1.44M Buy
8,141
+578
+8% +$98.6K 0.02% 819
2024
Q3 		$1.18M Buy
7,563
+2,158
+40% +$313K 0.01% 893
2024
Q2 		$720K Buy
+5,405
New +$738K 0.01% 1110

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's ARES Position: Q1 2026 in Review

Atria Investments reduced its Ares Management (ARES) stake by 22% in Q1 2026, selling an estimated $538K and leaving 14,796 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #808.

Atria Investments first reported a position in ARES in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.05M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Atria Investments held 14,796 shares of Ares Management worth $1.61M as of Q1 2026.
  • Atria Investments sold 4,058 Ares Management shares in Q1 2026, an estimated $538K.
  • Ares Management made up 0.02% of Atria Investments's portfolio in Q1 2026, its #808 holding.
  • Atria Investments first reported a position in Ares Management in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Ares Management position peaked at $3.05M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.