Capstone Investment Advisors’s Ares Management ARES Stock Holding History

Capstone Investment Advisors’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	-31,210	Closed	-$4.99M	–	1581
2025 Q3	$4.99M	Buy	31,210 +18,610	+148%	+$3.36M	0.01%	472
2025 Q2	$2.18M	Sell	12,600 -19,900	-61%	-$3.15M	0.01%	616
2025 Q1	$4.76M	Buy	+32,500	New	+$5.62M	0.01%	466
2024 Q3	–	Sell	-4,348	Closed	-$580K	–	1903
2024 Q2	$580K	Sell	4,348 -71,841	-94%	-$9.81M	﹤0.01%	1234
2024 Q1	$10.1M	Buy	+76,189	New	+$9.73M	0.04%	275

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

Capstone Investment Advisors's ARES Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 31,210 shares — an estimated $4.99M sold.

Capstone Investment Advisors first reported a position in ARES in Q1 2024 and held it in 5 quarters. The position peaked at $10.1M in Q1 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Capstone Investment Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Capstone Investment Advisors sold 31,210 Ares Management shares in Q4 2025, an estimated $4.99M.
Capstone Investment Advisors first reported a position in Ares Management in Q1 2024 and held it in 5 quarters.
Capstone Investment Advisors's Ares Management position peaked at $10.1M in Q1 2024.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.