Blue Whale Capital’s Ares Management ARES Stock Holding History

Blue Whale Capital’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	$21.7M	Buy	194,657 +8,376	+4%	+$1M	0.69%	25
2026 Q1	$20.3M	Sell	186,281 -238,353	-56%	-$31.6M	0.97%	24
2025 Q4	$68.6M	Buy	424,634 +24,622	+6%	+$3.84M	3.52%	10
2025 Q3	$64M	Sell	400,012 -10,468	-3%	-$1.89M	3.54%	12
2025 Q2	$71.1M	Buy	410,480 +183,329	+81%	+$29M	4.65%	9
2025 Q1	$33.3M	Sell	227,151 -1,500	-0.7%	-$259K	2.7%	16
2024 Q4	$40.5M	Buy	228,651 +85,088	+59%	+$14.5M	3.01%	15
2024 Q3	$22.4M	Buy	+143,563	New	+$20.8M	1.74%	17

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Blue Whale Capital's ARES Position: Q2 2026 in Review

Blue Whale Capital increased its Ares Management (ARES) stake by 4.5% in Q2 2026, buying an estimated $1M and bringing the position to 194,657 shares worth $21.7M. The position accounts for 0.69% of the portfolio, ranked #25.

Blue Whale Capital first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $71.1M in Q2 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Blue Whale Capital held 194,657 shares of Ares Management worth $21.7M as of Q2 2026.
Blue Whale Capital bought 8,376 Ares Management shares in Q2 2026, an estimated $1M.
Ares Management made up 0.69% of Blue Whale Capital's portfolio in Q2 2026, its #25 holding.
Blue Whale Capital first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
Blue Whale Capital's Ares Management position peaked at $71.1M in Q2 2025.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.