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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 – 410
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 $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