Atticus Wealth Management
ARES icon

Atticus Wealth Management’s Ares Management ARES Stock Holding History

Atticus 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
Q3 		$392K Sell
3,374
-694
-17% -$90.7K 0.09% 130
2026
Q2 		$453K Sell
4,068
-549
-12% -$65.9K 0.11% 119
2026
Q1 		$504K Buy
4,617
+128
+3% +$17K 0.14% 104
2025
Q4 		$726K Buy
4,489
+15
+0.3% +$2.34K 0.18% 85
2025
Q3 		$715K Buy
4,474
+1,754
+64% +$316K 0.18% 77
2025
Q2 		$471K Buy
+2,720
New +$430K 0.13% 93
2023
Q1 		– Sell
-8
Closed -$548 – 550
2022
Q4 		$548 Sell
8
-106
-93% -$7.65K ﹤0.01% 499
2022
Q3 		$6K Hold
114
– – ﹤0.01% 415
2022
Q2 		$6K Hold
114
– – ﹤0.01% 446
2022
Q1 		$9K Sell
114
-152
-57% -$11.7K ﹤0.01% 411
2021
Q4 		$22K Sell
266
-1,063
-80% -$86.5K 0.01% 302
2021
Q3 		$98K Buy
+1,329
New +$95.7K 0.04% 169

Other funds holding ARES

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
ICG Advisors
ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Atticus Wealth Management's ARES Position: Q3 2026 in Review

Atticus Wealth Management reduced its Ares Management (ARES) stake by 17% in Q3 2026, selling an estimated $90.7K and leaving 3,374 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #130.

Atticus Wealth Management first reported a position in ARES in Q3 2021 and has held it in 12 quarters since. The position peaked at $726K in Q4 2025. 141 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Atticus Wealth Management held 3,374 shares of Ares Management worth $392K as of Q3 2026.
  • Atticus Wealth Management sold 694 Ares Management shares in Q3 2026, an estimated $90.7K.
  • Ares Management made up 0.09% of Atticus Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Atticus Wealth Management first reported a position in Ares Management in Q3 2021 and has held it in 12 quarters since.
  • Atticus Wealth Management's Ares Management position peaked at $726K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.