Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ares Management ARES Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.23M Buy
11,239
+5,609
+100% +$744K ﹤0.01% 1430
2025
Q4 		$910K Buy
5,630
+654
+13% +$102K ﹤0.01% 1549
2025
Q3 		$796K Buy
4,976
+156
+3% +$28.1K ﹤0.01% 1531
2025
Q2 		$835K Buy
4,820
+1,870
+63% +$296K ﹤0.01% 1339
2025
Q1 		$432K Buy
2,950
+258
+10% +$44.6K ﹤0.01% 1508
2024
Q4 		$476K Sell
2,692
-70
-3% -$11.9K ﹤0.01% 1393
2024
Q3 		$430K Buy
2,762
+253
+10% +$36.7K ﹤0.01% 1383
2024
Q2 		$334K Buy
2,509
+4
+0.2% +$546 ﹤0.01% 1348
2024
Q1 		$333K Buy
2,505
+628
+33% +$80.2K ﹤0.01% 1290
2023
Q4 		$223K Buy
1,877
+212
+13% +$23K ﹤0.01% 1377
2023
Q3 		$171K Buy
1,665
+86
+5% +$8.7K ﹤0.01% 1369
2023
Q2 		$152K Buy
1,579
+92
+6% +$7.95K ﹤0.01% 1363
2023
Q1 		$124K Buy
1,487
+353
+31% +$28.1K ﹤0.01% 1378
2022
Q4 		$78K Buy
1,134
+345
+44% +$24.9K ﹤0.01% 1492
2022
Q3 		$49K Buy
789
+99
+14% +$6.92K ﹤0.01% 1659
2022
Q2 		$39K Buy
690
+89
+15% +$6.16K ﹤0.01% 1737
2022
Q1 		$49K Buy
601
+512
+575% +$39.3K ﹤0.01% 1616
2021
Q4 		$7K Buy
+89
New +$7.24K ﹤0.01% 2528
2021
Q2 		$0 Hold
7
– – ﹤0.01% 2927
2021
Q1 		$0 Hold
7
– – ﹤0.01% 2927
2020
Q4 		$0 Hold
7
– – ﹤0.01% 2927
2020
Q3 		$0 Hold
7
– – ﹤0.01% 2927
2020
Q2 		$0 Hold
7
– – ﹤0.01% 2927
2020
Q1 		$0 Hold
7
– – ﹤0.01% 2927
2019
Q4 		$0 Hold
7
– – ﹤0.01% 2926
2019
Q3 		$0 Hold
7
– – ﹤0.01% 2926
2019
Q2 		$0 Hold
7
– – ﹤0.01% 2926
2019
Q1 		$0 Buy
+7
New +$153 ﹤0.01% 2935

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ares Management (ARES) stake by 100% in Q1 2026, buying an estimated $744K and bringing the position to 11,239 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Carson Wealth (CWM LLC) first reported a position in ARES in Q1 2019 and has held it in 28 quarters since. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,239 shares of Ares Management worth $1.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,609 Ares Management shares in Q1 2026, an estimated $744K.
  • Ares Management made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1430 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ares Management in Q1 2019 and has held it in 28 quarters since.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.