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Axxcess Wealth Management’s Ares Management ARES Stock Holding History

Axxcess 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
Q1 		– Sell
-3,314
Closed -$536K – 409
2025
Q4 		$536K Sell
3,314
-139
-4% -$21.7K 0.01% 682
2025
Q3 		$552K Buy
3,453
+1,410
+69% +$254K 0.01% 593
2025
Q2 		$354K Sell
2,043
-102
-5% -$16.1K 0.01% 679
2025
Q1 		$314K Sell
2,145
-788
-27% -$136K 0.01% 670
2024
Q4 		$519K Sell
2,933
-571
-16% -$97.4K 0.01% 536
2024
Q3 		$546K Sell
3,504
-36
-1% -$5.22K 0.01% 531
2024
Q2 		$472K Buy
3,540
+23
+0.7% +$3.14K 0.01% 532
2024
Q1 		$468K Sell
3,517
-292
-8% -$37.3K 0.01% 553
2023
Q4 		$453K Sell
3,809
-79
-2% -$8.58K 0.01% 544
2023
Q3 		$400K Buy
+3,888
New +$393K 0.01% 529

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's ARES Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Ares Management (ARES) in Q1 2026, closing a stake of 3,314 shares — an estimated $536K sold.

Axxcess Wealth Management first reported a position in ARES in Q3 2023 and held it in 10 quarters. The position peaked at $552K in Q3 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,314 Ares Management shares in Q1 2026, an estimated $536K.
  • Axxcess Wealth Management first reported a position in Ares Management in Q3 2023 and held it in 10 quarters.
  • Axxcess Wealth Management's Ares Management position peaked at $552K in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.