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Beverly Hills Private Wealth’s Ares Management ARES Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-6,435
Closed -$702K – 263
2026
Q1 		$702K Buy
6,435
+5,135
+395% +$681K 0.12% 154
2025
Q4 		$210K Sell
1,300
-4,001
-75% -$623K 0.04% 314
2025
Q3 		$848K Sell
5,301
-174
-3% -$31.4K 0.15% 140
2025
Q2 		$948K Buy
5,475
+2,059
+60% +$326K 0.18% 131
2025
Q1 		$501K Buy
+3,416
New +$590K 0.1% 174

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's ARES Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Ares Management (ARES) in Q2 2026, closing a stake of 6,435 shares — an estimated $702K sold.

Beverly Hills Private Wealth first reported a position in ARES in Q1 2025 and held it in 5 quarters. The position peaked at $948K in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,435 Ares Management shares in Q2 2026, an estimated $702K.
  • Beverly Hills Private Wealth first reported a position in Ares Management in Q1 2025 and held it in 5 quarters.
  • Beverly Hills Private Wealth's Ares Management position peaked at $948K in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.