Cerity Partners
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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
Q2 		$11.1K Hold
100
– – ﹤0.01% 3388
2026
Q1 		$10.9K Buy
+100
New +$13.3K ﹤0.01% 3209

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 $3.38T AUM 44.17% 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

Cerity Partners's ARES Position: Q2 2026 in Review

Cerity Partners increased its Ares Management (ARES) stake by 14% in Q2 2026, buying an estimated $1.09M and bringing the position to 73,640 shares worth $8.2M. The position accounts for 0.01% of the portfolio, ranked #863.

Cerity Partners first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Cerity Partners held 73,640 shares of Ares Management worth $8.2M as of Q2 2026.
  • Cerity Partners bought 9,120 Ares Management shares in Q2 2026, an estimated $1.09M.
  • Ares Management made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #863 holding.
  • Cerity Partners first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.