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Atria Wealth Solutions’s Ares Management ARES Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$211K Sell
1,214
-2,984
-71% -$472K ﹤0.01% 1368
2025
Q1 		$615K Sell
4,198
-27
-0.6% -$4.67K 0.01% 1097
2024
Q4 		$748K Buy
4,225
+1,701
+67% +$290K 0.01% 1043
2024
Q3 		$393K Buy
+2,524
New +$366K ﹤0.01% 1360

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's ARES Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Ares Management (ARES) stake by 71% in Q2 2025, selling an estimated $472K and leaving 1,214 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Atria Wealth Solutions first reported a position in ARES in Q3 2024 and has held it in 4 quarters since. The position peaked at $748K in Q4 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Atria Wealth Solutions held 1,214 shares of Ares Management worth $211K as of Q2 2025.
  • Atria Wealth Solutions sold 2,984 Ares Management shares in Q2 2025, an estimated $472K.
  • Ares Management made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1368 holding.
  • Atria Wealth Solutions first reported a position in Ares Management in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's Ares Management position peaked at $748K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.