Cary Street Partners Investment Advisory’s Ares Management ARES Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-1,709	Closed	-$186K	–	760
2026 Q1	$186K	Buy	1,709 +245	+17%	+$32.5K	0.05%	362
2025 Q4	$237K	Buy	1,464 +229	+19%	+$35.7K	0.06%	296
2025 Q3	$197K	Buy	1,235 +40	+3%	+$7.21K	0.08%	275
2025 Q2	$207K	Buy	1,195 +330	+38%	+$52.2K	0.1%	236
2025 Q1	$127K	Buy	+865	New	+$149K	0.07%	271
2024 Q3	–	Sell	-1,595	Closed	-$213K	–	761
2024 Q2	$213K	Buy	+1,595	New	+$218K	0.01%	697
2023 Q4	–	Sell	-1,352	Closed	-$139K	–	697
2023 Q3	$139K	Buy	1,352 +1,305	+2,777%	+$132K	0.01%	637
2023 Q2	$4.53K	Hold	47	–	–	﹤0.01%	1439
2023 Q1	$3.92K	Hold	47	–	–	﹤0.01%	1376
2022 Q4	$3.22K	Buy	+47	New	+$3.39K	﹤0.01%	1425

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

Cary Street Partners Investment Advisory's ARES Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of Ares Management (ARES) in Q2 2026, closing a stake of 1,709 shares — an estimated $186K sold.

Cary Street Partners Investment Advisory first reported a position in ARES in Q4 2022 and held it in 10 quarters. The position peaked at $237K in Q4 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Cary Street Partners Investment Advisory reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,709 Ares Management shares in Q2 2026, an estimated $186K.
Cary Street Partners Investment Advisory first reported a position in Ares Management in Q4 2022 and held it in 10 quarters.
Cary Street Partners Investment Advisory's Ares Management position peaked at $237K in Q4 2025.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.