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Avion Wealth’s Ares Management ARES Stock Holding History

Avion Wealth’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
Q1 		$4K Sell
44
-10
-19% -$1.33K ﹤0.01% 692
2025
Q4 		$8K Sell
54
-2
-4% -$312 ﹤0.01% 531
2025
Q3 		$8K Hold
56
– – ﹤0.01% 526
2025
Q2 		$9K Buy
56
+26
+87% +$4.11K ﹤0.01% 490
2025
Q1 		$5K Hold
30
– – ﹤0.01% 526
2024
Q4 		$5K Buy
30
+4
+15% +$682 ﹤0.01% 525
2024
Q3 		$4K Buy
26
+1
+4% +$145 ﹤0.01% 552
2024
Q2 		$3K Buy
25
+7
+39% +$956 ﹤0.01% 540
2024
Q1 		$3K Buy
18
+8
+80% +$1.02K ﹤0.01% 535
2023
Q4 		$1K Buy
10
+5
+100% +$543 ﹤0.01% 675
2023
Q3 		$0 Buy
+5
New +$506 ﹤0.01% 800

Other funds holding ARES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return