Burling Wealth Partners’s Ares Management ARES Stock Holding History

Burling Wealth Partners’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 Q1	–	Sell	-25,445	Closed	-$4.11M	–	182
2025 Q4	$4.11M	Buy	25,445 +923	+4%	+$144K	0.64%	42
2025 Q3	$3.92M	Buy	24,522 +3,843	+19%	+$693K	0.65%	45
2025 Q2	$3.58M	Buy	20,679 +3,288	+19%	+$520K	0.66%	42
2025 Q1	$2.55M	Buy	17,391 +2,037	+13%	+$352K	0.54%	53
2024 Q4	$2.72M	Buy	+15,354	New	+$2.62M	0.55%	50

Other funds holding ARES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burling Wealth Partners's ARES Position: Q1 2026 in Review

Burling Wealth Partners sold out of Ares Management (ARES) in Q1 2026, closing a stake of 25,445 shares — an estimated $4.11M sold.

Burling Wealth Partners first reported a position in ARES in Q4 2024 and held it in 5 quarters. The position peaked at $4.11M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Burling Wealth Partners reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Burling Wealth Partners sold 25,445 Ares Management shares in Q1 2026, an estimated $4.11M.
Burling Wealth Partners first reported a position in Ares Management in Q4 2024 and held it in 5 quarters.
Burling Wealth Partners's Ares Management position peaked at $4.11M in Q4 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.