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Centricity Wealth Management’s Ares Management ARES Stock Holding History

Centricity 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
2025
Q2 		$11.3K Hold
65
– – 0.01% 312
2025
Q1 		$9.53K Hold
65
– – 0.01% 324
2024
Q4 		$11.5K Buy
+65
New +$11.1K 0.01% 311

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Centricity Wealth Management's ARES Position: Q2 2025 in Review

Centricity Wealth Management held its Ares Management (ARES) position steady in Q2 2025 at 65 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #312.

Centricity Wealth Management first reported a position in ARES in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Centricity Wealth Management held 65 shares of Ares Management worth $11.3K as of Q2 2025.
  • Centricity Wealth Management left its Ares Management share count unchanged in Q2 2025.
  • Ares Management made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #312 holding.
  • Centricity Wealth Management first reported a position in Ares Management in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Ares Management position peaked at $11.5K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.