CTA
ARES icon

Chesley Taft & Associates’s Ares Management ARES Stock Holding History

Chesley Taft & Associates’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 		$337K Sell
3,029
-33
-1% -$3.96K 0.01% 318
2026
Q1 		$334K Sell
3,062
-8,875
-74% -$1.18M 0.01% 311
2025
Q4 		$1.93M Buy
11,937
+666
+6% +$104K 0.08% 165
2025
Q3 		$1.8M Sell
11,271
-99
-0.9% -$17.9K 0.08% 162
2025
Q2 		$1.97M Sell
11,370
-1,727
-13% -$273K 0.09% 154
2025
Q1 		$1.92M Sell
13,097
-925
-7% -$160K 0.09% 146
2024
Q4 		$2.48M Buy
14,022
+60
+0.4% +$10.2K 0.12% 125
2024
Q3 		$2.18M Sell
13,962
-1,210
-8% -$176K 0.1% 135
2024
Q2 		$2.02M Sell
15,172
-902
-6% -$123K 0.1% 133
2024
Q1 		$2.14M Sell
16,074
-100
-0.6% -$12.8K 0.11% 129
2023
Q4 		$1.92M Buy
16,174
+2,700
+20% +$293K 0.11% 135
2023
Q3 		$1.39M Sell
13,474
-213
-2% -$21.5K 0.09% 147
2023
Q2 		$1.32M Buy
13,687
+70
+0.5% +$6.05K 0.08% 160
2023
Q1 		$1.14M Sell
13,617
-50
-0.4% -$3.98K 0.07% 164
2022
Q4 		$935K Sell
13,667
-2,568
-16% -$185K 0.06% 177
2022
Q3 		$1.01M Buy
16,235
+810
+5% +$56.6K 0.07% 159
2022
Q2 		$877K Hold
15,425
– – 0.06% 178
2022
Q1 		$1.17M Sell
15,425
-75
-0.5% -$5.76K 0.07% 166
2021
Q4 		$1.26M Buy
15,500
+25
+0.2% +$2.04K 0.07% 171
2021
Q3 		$1.14M Buy
15,475
+50
+0.3% +$3.6K 0.07% 171
2021
Q2 		$981K Buy
15,425
+25
+0.2% +$1.4K 0.06% 180
2021
Q1 		$911K Buy
15,400
+475
+3% +$23.9K 0.05% 178
2020
Q4 		$702K Buy
+14,925
New +$675K 0.04% 188

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Chesley Taft & Associates's ARES Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Ares Management (ARES) stake by 1.1% in Q2 2026, selling an estimated $3.96K and leaving 3,029 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #318.

Chesley Taft & Associates first reported a position in ARES in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.48M in Q4 2024. 96 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Chesley Taft & Associates held 3,029 shares of Ares Management worth $337K as of Q2 2026.
  • Chesley Taft & Associates sold 33 Ares Management shares in Q2 2026, an estimated $3.96K.
  • Ares Management made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #318 holding.
  • Chesley Taft & Associates first reported a position in Ares Management in Q4 2020 and has held it in 23 quarters since.
  • Chesley Taft & Associates's Ares Management position peaked at $2.48M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.