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Avidian Wealth Enterprises’s Ares Management ARES Stock Holding History

Avidian Wealth Enterprises’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 		$518K Buy
4,654
+1,124
+32% +$135K 0.01% 470
2026
Q1 		$385K Buy
+3,530
New +$468K 0.01% 490
2024
Q2 		– Sell
-2,165
Closed -$288K – 501
2024
Q1 		$288K Buy
+2,165
New +$277K 0.01% 367

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Avidian Wealth Enterprises's ARES Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Ares Management (ARES) stake by 32% in Q2 2026, buying an estimated $135K and bringing the position to 4,654 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #470.

Avidian Wealth Enterprises first reported a position in ARES in Q1 2024 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Avidian Wealth Enterprises held 4,654 shares of Ares Management worth $518K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,124 Ares Management shares in Q2 2026, an estimated $135K.
  • Ares Management made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #470 holding.
  • Avidian Wealth Enterprises first reported a position in Ares Management in Q1 2024 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.