Cerity Partners
ARES icon

Cerity Partners’s Ares Management ARES Stock Holding History

Cerity Partners’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 		$7.04M Buy
64,520
+38,574
+149% +$5.12M 0.01% 855
2025
Q4 		$4.19M Buy
25,946
+71
+0.3% +$11.1K 0.01% 1003
2025
Q3 		$4.14M Sell
25,875
-51
-0.2% -$9.2K 0.01% 944
2025
Q2 		$4.49M Sell
25,926
-919
-3% -$145K 0.01% 853
2025
Q1 		$3.94M Sell
26,845
-501
-2% -$86.6K 0.01% 826
2024
Q4 		$4.81M Buy
27,346
+17,229
+170% +$2.94M 0.01% 727
2024
Q3 		$1.58M Buy
10,117
+6,525
+182% +$947K ﹤0.01% 1198
2024
Q2 		$479K Buy
3,592
+345
+11% +$47.1K ﹤0.01% 1564
2024
Q1 		$432K Sell
3,247
-13,325
-80% -$1.7M ﹤0.01% 1667
2023
Q4 		$1.97M Buy
+16,572
New +$1.8M 0.01% 777

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's ARES Position: Q1 2026 in Review

Cerity Partners increased its Ares Management (ARES) stake by 149% in Q1 2026, buying an estimated $5.12M and bringing the position to 64,520 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #855.

Cerity Partners first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Cerity Partners held 64,520 shares of Ares Management worth $7.04M as of Q1 2026.
  • Cerity Partners bought 38,574 Ares Management shares in Q1 2026, an estimated $5.12M.
  • Ares Management made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #855 holding.
  • Cerity Partners first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.