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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
Q3 		$462K Sell
3,974
-680
-15% -$88.8K 0.01% 497
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Avidian Wealth Enterprises's ARES Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Ares Management (ARES) stake by 15% in Q3 2026, selling an estimated $88.8K and leaving 3,974 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #497.

Avidian Wealth Enterprises first reported a position in ARES in Q1 2024 and has held it in 4 quarters since. The position peaked at $518K in Q2 2026. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Avidian Wealth Enterprises held 3,974 shares of Ares Management worth $462K as of Q3 2026.
  • Avidian Wealth Enterprises sold 680 Ares Management shares in Q3 2026, an estimated $88.8K.
  • Ares Management made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #497 holding.
  • Avidian Wealth Enterprises first reported a position in Ares Management in Q1 2024 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's Ares Management position peaked at $518K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.