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Blue Trust Inc’s Ares Management ARES Stock Holding History

Blue Trust Inc’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 		$92.1K Sell
827
-1,478
-64% -$177K ﹤0.01% 1086
2026
Q1 		$251K Sell
2,305
-5,032
-69% -$668K ﹤0.01% 700
2025
Q4 		$1.19M Sell
7,337
-637
-8% -$99.2K 0.01% 250
2025
Q3 		$1.27M Buy
7,974
+2,216
+38% +$400K 0.01% 247
2025
Q2 		$997K Buy
5,758
+1,249
+28% +$198K 0.01% 274
2025
Q1 		$661K Buy
4,509
+3,249
+258% +$561K 0.01% 343
2024
Q4 		$223K Buy
1,260
+312
+33% +$53.2K ﹤0.01% 606
2024
Q3 		$126K Buy
948
+912
+2,533% +$132K ﹤0.01% 1094
2024
Q2 		$4.79K Buy
36
+9
+33% +$1.23K ﹤0.01% 2215
2024
Q1 		$3.59K Buy
27
+1
+4% +$128 ﹤0.01% 1700
2023
Q4 		$3K Buy
+26
New +$2.82K ﹤0.01% 1979
2023
Q3 		– Sell
-9
Closed -$1K – 2019
2023
Q2 		$1K Sell
9
-98
-92% -$8.47K ﹤0.01% 1795
2023
Q1 		$7K Buy
+107
New +$8.51K ﹤0.01% 1681
2022
Q4 		– Sell
-4
Closed – – 2216
2022
Q3 		$0 Buy
+4
New +$280 ﹤0.01% 2074

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

Blue Trust Inc's ARES Position: Q2 2026 in Review

Blue Trust Inc reduced its Ares Management (ARES) stake by 64% in Q2 2026, selling an estimated $177K and leaving 827 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Blue Trust Inc first reported a position in ARES in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Blue Trust Inc held 827 shares of Ares Management worth $92.1K as of Q2 2026.
  • Blue Trust Inc sold 1,478 Ares Management shares in Q2 2026, an estimated $177K.
  • Ares Management made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1086 holding.
  • Blue Trust Inc first reported a position in Ares Management in Q3 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Ares Management position peaked at $1.27M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.