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Birch Hill Investment Advisors’s Ares Management ARES Stock Holding History

Birch Hill Investment 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
2025
Q4 		– Sell
-1,500
Closed -$240K – 201
2025
Q3 		$240K Hold
1,500
– – 0.01% 184
2025
Q2 		$260K Hold
1,500
– – 0.01% 178
2025
Q1 		$220K Buy
+1,500
New +$259K 0.01% 182

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Birch Hill Investment Advisors's ARES Position: Q4 2025 in Review

Birch Hill Investment Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 1,500 shares — an estimated $240K sold.

Birch Hill Investment Advisors first reported a position in ARES in Q1 2025 and held it in 3 quarters. The position peaked at $260K in Q2 2025. 829 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Birch Hill Investment Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 1,500 Ares Management shares in Q4 2025, an estimated $240K.
  • Birch Hill Investment Advisors first reported a position in Ares Management in Q1 2025 and held it in 3 quarters.
  • Birch Hill Investment Advisors's Ares Management position peaked at $260K in Q2 2025.
  • 829 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.