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 Q2	$789K	Buy	7,087 +3,696	+109%	+$443K	0.01%	614
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 +100	+250%	+$10.9K	﹤0.01%	974
2023 Q3	$4.12K	Buy	+40	New	+$4.04K	﹤0.01%	1111
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Clearstead Advisors's ARES Position: Q2 2026 in Review

Clearstead Advisors increased its Ares Management (ARES) stake by 109% in Q2 2026, buying an estimated $443K and bringing the position to 7,087 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #614.

Clearstead Advisors first reported a position in ARES in Q2 2022 and has held it in 15 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Clearstead Advisors held 7,087 shares of Ares Management worth $789K as of Q2 2026.
Clearstead Advisors bought 3,696 Ares Management shares in Q2 2026, an estimated $443K.
Ares Management made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #614 holding.
Clearstead Advisors first reported a position in Ares Management in Q2 2022 and has held it in 15 quarters since.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.