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Compass Wealth Management’s Ares Management ARES Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-210
Closed -$30.8K – 170
2025
Q1 		$30.8K Hold
210
– – 0.01% 291
2024
Q4 		$37.2K Hold
210
– – 0.01% 274
2024
Q3 		$32.7K Hold
210
– – 0.01% 290
2024
Q2 		$28K Hold
210
– – 0.01% 303
2024
Q1 		$27.9K Buy
+210
New +$26.8K 0.01% 304

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Compass Wealth Management's ARES Position: Q2 2025 in Review

Compass Wealth Management sold out of Ares Management (ARES) in Q2 2025, closing a stake of 210 shares — an estimated $30.8K sold.

Compass Wealth Management first reported a position in ARES in Q1 2024 and held it in 5 quarters. The position peaked at $37.2K in Q4 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Compass Wealth Management reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 210 Ares Management shares in Q2 2025, an estimated $30.8K.
  • Compass Wealth Management first reported a position in Ares Management in Q1 2024 and held it in 5 quarters.
  • Compass Wealth Management's Ares Management position peaked at $37.2K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.