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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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. 491 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.
  • 491 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.