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 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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Atticus Wealth Management's ARES Position: Q2 2026 in Review

Atticus Wealth Management reduced its Ares Management (ARES) stake by 12% in Q2 2026, selling an estimated $65.9K and leaving 4,068 shares worth $453K. The position accounts for 0.11% of the portfolio, ranked #119.

Atticus Wealth Management first reported a position in ARES in Q3 2021 and has held it in 11 quarters since. The position peaked at $726K in Q4 2025. 94 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Atticus Wealth Management held 4,068 shares of Ares Management worth $453K as of Q2 2026.
Atticus Wealth Management sold 549 Ares Management shares in Q2 2026, an estimated $65.9K.
Ares Management made up 0.11% of Atticus Wealth Management's portfolio in Q2 2026, its #119 holding.
Atticus Wealth Management first reported a position in Ares Management in Q3 2021 and has held it in 11 quarters since.
Atticus Wealth Management's Ares Management position peaked at $726K in Q4 2025.
94 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.