CCWM
ARES icon

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
Q2 		$52K Sell
467
-40
-8% -$4.8K ﹤0.01% 614
2026
Q1 		$55.3K Buy
+507
New +$67.3K ﹤0.01% 589

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Cassaday & Co Wealth Management's ARES Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Ares Management (ARES) stake by 7.9% in Q2 2026, selling an estimated $4.8K and leaving 467 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Cassaday & Co Wealth Management first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. The position peaked at $55.3K in Q1 2026. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Cassaday & Co Wealth Management held 467 shares of Ares Management worth $52K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 40 Ares Management shares in Q2 2026, an estimated $4.8K.
  • Ares Management made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Cassaday & Co Wealth Management first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Ares Management position peaked at $55.3K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.