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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B 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

Bartlett & Co Wealth Management's ARES Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Ares Management (ARES) stake by 39% in Q1 2026, buying an estimated $7.56K and bringing the position to 202 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Bartlett & Co Wealth Management first reported a position in ARES in Q2 2022 and has held it in 12 quarters since. The position peaked at $25.7K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Bartlett & Co Wealth Management held 202 shares of Ares Management worth $24.2K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 57 Ares Management shares in Q1 2026, an estimated $7.56K.
  • Ares Management made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #797 holding.
  • Bartlett & Co Wealth Management first reported a position in Ares Management in Q2 2022 and has held it in 12 quarters since.
  • Bartlett & Co Wealth Management's Ares Management position peaked at $25.7K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.