Cassaday & Co Wealth Management’s Ares Management ARES Stock Holding History

Cassaday & Co Wealth Management’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	$55.3K	Buy	+507	New	+$67.3K	﹤0.01%	589

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

Cassaday & Co Wealth Management's ARES Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Ares Management (ARES) in Q1 2026: 507 shares worth $55.3K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Cassaday & Co Wealth Management held 507 shares of Ares Management worth $55.3K as of Q1 2026.
Ares Management was a new Cassaday & Co Wealth Management position in Q1 2026.
Ares Management made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #589 holding.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.