Bartlett & Co Wealth Management’s Ares Management ARES Stock Holding History

Bartlett & Co 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	$7.46K	Sell	67 -135	-67%	-$16.2K	﹤0.01%	1035
2026 Q1	$24.2K	Buy	202 +57	+39%	+$7.56K	﹤0.01%	797
2025 Q4	$23.4K	Hold	145	–	–	﹤0.01%	797
2025 Q3	$23.2K	Hold	145	–	–	﹤0.01%	801
2025 Q2	$25.1K	Sell	145 -26	-15%	-$4.11K	﹤0.01%	777
2025 Q1	$25.1K	Buy	171 +26	+18%	+$4.49K	﹤0.01%	783
2024 Q4	$25.7K	Hold	145	–	–	﹤0.01%	768
2024 Q3	$22.6K	Hold	145	–	–	﹤0.01%	795
2024 Q2	$19.3K	Hold	145	–	–	﹤0.01%	821
2024 Q1	$19.3K	Hold	145	–	–	﹤0.01%	820
2023 Q4	$17.5K	Buy	+145	New	+$15.7K	﹤0.01%	905
2022 Q4	–	Sell	-13	Closed	-$805	–	1106
2022 Q3	$805	Sell	13 -46	-78%	-$3.22K	﹤0.01%	1125
2022 Q2	$3.35K	Buy	+59	New	+$4.08K	﹤0.01%	1107

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Bartlett & Co Wealth Management's ARES Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Ares Management (ARES) stake by 67% in Q2 2026, selling an estimated $16.2K and leaving 67 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Bartlett & Co Wealth Management first reported a position in ARES in Q2 2022 and has held it in 13 quarters since. The position peaked at $25.7K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Bartlett & Co Wealth Management held 67 shares of Ares Management worth $7.46K as of Q2 2026.
Bartlett & Co Wealth Management sold 135 Ares Management shares in Q2 2026, an estimated $16.2K.
Ares Management made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1035 holding.
Bartlett & Co Wealth Management first reported a position in Ares Management in Q2 2022 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Ares Management position peaked at $25.7K in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.