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Blue Barn Wealth’s Ares Management ARES Stock Holding History

Blue Barn 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
2025
Q4 		– Sell
-1,864
Closed -$298K – 58
2025
Q3 		$298K Sell
1,864
-1
-0.1% -$180 0.13% 111
2025
Q2 		$323K Buy
1,865
+24
+1% +$3.79K 0.15% 100
2025
Q1 		$270K Sell
1,841
-15
-0.8% -$2.59K 0.14% 111
2024
Q4 		$329K Buy
1,856
+22
+1% +$3.75K 0.17% 90
2024
Q3 		$286K Sell
1,834
-12
-0.7% -$1.74K 0.15% 107
2024
Q2 		$246K Buy
1,846
+174
+10% +$23.8K 0.14% 107
2024
Q1 		$222K Sell
1,672
-316
-16% -$40.4K 0.12% 120
2023
Q4 		$236K Buy
+1,988
New +$216K 0.14% 97

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Blue Barn Wealth's ARES Position: Q4 2025 in Review

Blue Barn Wealth sold out of Ares Management (ARES) in Q4 2025, closing a stake of 1,864 shares — an estimated $298K sold.

Blue Barn Wealth first reported a position in ARES in Q4 2023 and held it in 8 quarters. The position peaked at $329K in Q4 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Blue Barn Wealth reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 1,864 Ares Management shares in Q4 2025, an estimated $298K.
  • Blue Barn Wealth first reported a position in Ares Management in Q4 2023 and held it in 8 quarters.
  • Blue Barn Wealth's Ares Management position peaked at $329K in Q4 2024.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.