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Baker Tilly Wealth Management’s Ares Management ARES Stock Holding History

Baker Tilly 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
Q3 		– Sell
-1,805
Closed -$201K – 289
2026
Q2 		$201K Sell
1,805
-787
-30% -$94.4K 0.04% 280
2026
Q1 		$283K Sell
2,592
-421
-14% -$55.9K 0.07% 218
2025
Q4 		$487K Buy
3,013
+133
+5% +$20.7K 0.12% 161
2025
Q3 		$460K Buy
2,880
+62
+2% +$11.2K 0.1% 162
2025
Q2 		$488K Buy
2,818
+29
+1% +$4.59K 0.17% 126
2025
Q1 		$409K Buy
2,789
+26
+0.9% +$4.49K 0.16% 143
2024
Q4 		$489K Buy
2,763
+259
+10% +$44.2K 0.19% 118
2024
Q3 		$390K Buy
2,504
+415
+20% +$60.2K 0.17% 137
2024
Q2 		$278K Sell
2,089
-1,456
-41% -$199K 0.11% 207
2024
Q1 		$471K Sell
3,545
-1,757
-33% -$224K 0.09% 269
2023
Q4 		$631K Sell
5,302
-462
-8% -$50.2K 0.1% 219
2023
Q3 		$593K Sell
5,764
-1,457
-20% -$147K 0.1% 214
2023
Q2 		$696K Sell
7,221
-583
-7% -$50.4K 0.07% 270
2023
Q1 		$651K Buy
7,804
+54
+0.7% +$4.29K 0.07% 275
2022
Q4 		$530K Sell
7,750
-1,793
-19% -$129K 0.07% 306
2022
Q3 		$591K Sell
9,543
-177
-2% -$12.4K 0.08% 260
2022
Q2 		$553K Sell
9,720
-33
-0.3% -$2.28K 0.07% 275
2022
Q1 		$792K Buy
+9,753
New +$749K 0.09% 232

Other funds holding ARES

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Baker Tilly Wealth Management's ARES Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Ares Management (ARES) in Q3 2026, closing a stake of 1,805 shares — an estimated $201K sold.

Baker Tilly Wealth Management first reported a position in ARES in Q1 2022 and held it in 18 quarters. The position peaked at $792K in Q1 2022. 68 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Ares Management position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,805 Ares Management shares in Q3 2026, an estimated $201K.
  • Baker Tilly Wealth Management first reported a position in Ares Management in Q1 2022 and held it in 18 quarters.
  • Baker Tilly Wealth Management's Ares Management position peaked at $792K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.