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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
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Baker Tilly Wealth Management's ARES Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Ares Management (ARES) stake by 30% in Q2 2026, selling an estimated $94.4K and leaving 1,805 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #280.

Baker Tilly Wealth Management first reported a position in ARES in Q1 2022 and has held it in 18 quarters since. The position peaked at $792K in Q1 2022. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Baker Tilly Wealth Management held 1,805 shares of Ares Management worth $201K as of Q2 2026.
  • Baker Tilly Wealth Management sold 787 Ares Management shares in Q2 2026, an estimated $94.4K.
  • Ares Management made up 0.04% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Baker Tilly Wealth Management first reported a position in Ares Management in Q1 2022 and has held it in 18 quarters since.
  • Baker Tilly Wealth Management's Ares Management position peaked at $792K in Q1 2022.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.