Capstone Investment Advisors
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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
2026
Q1 		$240K Buy
+2,200
New +$292K ﹤0.01% 1459

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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.