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Basecamp Wealth Advisors’s Ares Management ARES Stock Holding History

Basecamp Wealth Advisors’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 		$14.9K Hold
134
– – ﹤0.01% 910
2026
Q1 		$14.6K Sell
134
-5
-4% -$663 ﹤0.01% 916
2025
Q4 		$22.5K Buy
+139
New +$21.7K ﹤0.01% 752

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

Basecamp Wealth Advisors's ARES Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Ares Management (ARES) position steady in Q2 2026 at 134 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Basecamp Wealth Advisors first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.5K in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Basecamp Wealth Advisors held 134 shares of Ares Management worth $14.9K as of Q2 2026.
  • Basecamp Wealth Advisors left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #910 holding.
  • Basecamp Wealth Advisors first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Ares Management position peaked at $22.5K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.