Concord Wealth Partners’s Ares Management ARES Stock Holding History

Concord Wealth 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
2025 Q1	–	Sell	-10	Closed	-$1.77K	–	826
2024 Q4	$1.77K	Hold	10	–	–	﹤0.01%	721
2024 Q3	$1.56K	Buy	+10	New	+$1.45K	﹤0.01%	773
2023 Q4	–	Sell	-35	Closed	-$3.6K	–	822
2023 Q3	$3.6K	Hold	35	–	–	﹤0.01%	772
2023 Q2	$3.37K	Buy	+35	New	+$3.02K	﹤0.01%	787
2023 Q1	–	Sell	-35	Closed	-$2.4K	–	1003
2022 Q4	$2.4K	Buy	+35	New	+$2.52K	﹤0.01%	903
2022 Q3	–	Sell	-35	Closed	-$2K	–	214
2022 Q2	$2K	Buy	+35	New	+$2.42K	﹤0.01%	989

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Concord Wealth Partners's ARES Position: Q1 2025 in Review

Concord Wealth Partners sold out of Ares Management (ARES) in Q1 2025, closing a stake of 10 shares — an estimated $1.77K sold.

Concord Wealth Partners first reported a position in ARES in Q2 2022 and held it in 6 quarters. The position peaked at $3.6K in Q3 2023. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Concord Wealth Partners reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 10 Ares Management shares in Q1 2025, an estimated $1.77K.
Concord Wealth Partners first reported a position in Ares Management in Q2 2022 and held it in 6 quarters.
Concord Wealth Partners's Ares Management position peaked at $3.6K in Q3 2023.
745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.