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Berry Wealth Group’s Ares Management ARES Stock Holding History

Berry Wealth Group’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
2025
Q3 		– Sell
-1,948
Closed -$337K – 35
2025
Q2 		$337K Buy
1,948
+9
+0.5% +$1.42K 0.24% 60
2025
Q1 		$284K Buy
1,939
+582
+43% +$101K 0.22% 66
2024
Q4 		$240K Buy
1,357
+31
+2% +$5.29K 0.17% 74
2024
Q3 		$207K Buy
+1,326
New +$192K 0.15% 89

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berry Wealth Group's ARES Position: Q3 2025 in Review

Berry Wealth Group sold out of Ares Management (ARES) in Q3 2025, closing a stake of 1,948 shares — an estimated $337K sold.

Berry Wealth Group first reported a position in ARES in Q3 2024 and held it in 4 quarters. The position peaked at $337K in Q2 2025. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

  • Berry Wealth Group reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,948 Ares Management shares in Q3 2025, an estimated $337K.
  • Berry Wealth Group first reported a position in Ares Management in Q3 2024 and held it in 4 quarters.
  • Berry Wealth Group's Ares Management position peaked at $337K in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.