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Atwood & Palmer’s Ares Management ARES Stock Holding History

Atwood & Palmer’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 		$11.9K Hold
107
– – ﹤0.01% 365
2026
Q1 		$11.7K Hold
107
– – ﹤0.01% 367
2025
Q4 		$17.3K Hold
107
– – ﹤0.01% 335
2025
Q3 		$17.1K Hold
107
– – ﹤0.01% 343
2025
Q2 		$18.5K Hold
107
– – ﹤0.01% 329
2025
Q1 		$15.7K Hold
107
– – ﹤0.01% 306
2024
Q4 		$18.9K Buy
+107
New +$18.3K ﹤0.01% 293

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Atwood & Palmer's ARES Position: Q2 2026 in Review

Atwood & Palmer held its Ares Management (ARES) position steady in Q2 2026 at 107 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Atwood & Palmer first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.9K in Q4 2024. 409 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Atwood & Palmer held 107 shares of Ares Management worth $11.9K as of Q2 2026.
  • Atwood & Palmer left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #365 holding.
  • Atwood & Palmer first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
  • Atwood & Palmer's Ares Management position peaked at $18.9K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.