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Clearstead Advisors’s Ares Management ARES Stock Holding History

Clearstead Advisors’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 		$370K Sell
3,391
-27
-0.8% -$3.58K ﹤0.01% 798
2025
Q4 		$552K Buy
3,418
+705
+26% +$110K 0.01% 626
2025
Q3 		$434K Sell
2,713
-1,169
-30% -$211K 0.01% 677
2025
Q2 		$672K Buy
3,882
+1,171
+43% +$185K 0.01% 526
2025
Q1 		$397K Buy
2,711
+1,459
+117% +$252K 0.01% 638
2024
Q4 		$222K Buy
1,252
+1,245
+17,786% +$212K ﹤0.01% 821
2024
Q3 		$1.1K Sell
7
-93
-93% -$13.5K ﹤0.01% 1904
2024
Q2 		$13.3K Hold
100
– – ﹤0.01% 1480
2024
Q1 		$14K Sell
100
-40
-29% -$5.11K ﹤0.01% 1007
2023
Q4 		$16.6K Buy
140
+60
+75% +$6.51K ﹤0.01% 974
2023
Q3 		$8.23K Buy
+80
New +$8.09K ﹤0.01% 1147
2023
Q2 		– Sell
-810
Closed -$67.6K – 1379
2023
Q1 		$67.6K Buy
+810
New +$64.4K ﹤0.01% 593
2022
Q4 		– Sell
-402
Closed -$25K – 1314
2022
Q3 		$25K Sell
402
-4
-1% -$280 ﹤0.01% 731
2022
Q2 		$23K Buy
+406
New +$28.1K ﹤0.01% 763

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

Clearstead Advisors's ARES Position: Q1 2026 in Review

Clearstead Advisors reduced its Ares Management (ARES) stake by 0.79% in Q1 2026, selling an estimated $3.58K and leaving 3,391 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Clearstead Advisors first reported a position in ARES in Q2 2022 and has held it in 14 quarters since. The position peaked at $672K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Clearstead Advisors held 3,391 shares of Ares Management worth $370K as of Q1 2026.
  • Clearstead Advisors sold 27 Ares Management shares in Q1 2026, an estimated $3.58K.
  • Ares Management made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #798 holding.
  • Clearstead Advisors first reported a position in Ares Management in Q2 2022 and has held it in 14 quarters since.
  • Clearstead Advisors's Ares Management position peaked at $672K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.