Bogart Wealth LLC’s Ares Management ARES Stock Holding History

Bogart Wealth LLC’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	$3.56K	Sell	32 -11	-26%	-$1.32K	﹤0.01%	1304
2026 Q1	$4.69K	Buy	43 +13	+43%	+$1.73K	﹤0.01%	1074
2025 Q4	$4.85K	Hold	30	–	–	﹤0.01%	1004
2025 Q3	$4.8K	Buy	30 +3	+11%	+$541	﹤0.01%	986
2025 Q2	$4.68K	Sell	27 -3	-10%	-$474	﹤0.01%	950
2025 Q1	$4.4K	Sell	30 -27	-47%	-$4.67K	﹤0.01%	923
2024 Q4	$10.1K	Buy	57 +12	+27%	+$2.05K	﹤0.01%	734
2024 Q3	$7.01K	Hold	45	–	–	﹤0.01%	764
2024 Q2	$6K	Buy	+45	New	+$6.14K	﹤0.01%	751

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's ARES Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Ares Management (ARES) stake by 26% in Q2 2026, selling an estimated $1.32K and leaving 32 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Bogart Wealth LLC first reported a position in ARES in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1K in Q4 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Bogart Wealth LLC held 32 shares of Ares Management worth $3.56K as of Q2 2026.
Bogart Wealth LLC sold 11 Ares Management shares in Q2 2026, an estimated $1.32K.
Ares Management made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1304 holding.
Bogart Wealth LLC first reported a position in Ares Management in Q2 2024 and has held it in 9 quarters since.
Bogart Wealth LLC's Ares Management position peaked at $10.1K in Q4 2024.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.