Corient Private Wealth
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Corient Private Wealth’s Ares Management ARES Stock Holding History

Corient Private Wealth’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 		$48.4M Buy
435,078
+115,682
+36% +$13.9M 0.07% 253
2026
Q1 		$34.8M Sell
319,396
-308,724
-49% -$41M 0.05% 297
2025
Q4 		$102M Sell
628,120
-203,115
-24% -$31.6M 0.14% 147
2025
Q3 		$133M Sell
831,235
-65,791
-7% -$11.9M 0.21% 99
2025
Q2 		$155M Sell
897,026
-161,122
-15% -$25.5M 0.21% 103
2025
Q1 		$155M Sell
1,058,148
-100,873
-9% -$17.4M 0.25% 87
2024
Q4 		$204M Sell
1,159,021
-16,858
-1% -$2.88M 0.34% 61
2024
Q3 		$183M Sell
1,175,879
-43,768
-4% -$6.35M 0.29% 76
2024
Q2 		$163M Sell
1,219,647
-17,723
-1% -$2.42M 0.28% 75
2024
Q1 		$165M Sell
1,237,370
-16,274
-1% -$2.08M 0.29% 77
2023
Q4 		$149M Buy
1,253,644
+857,245
+216% +$93.1M 0.27% 82
2023
Q3 		$40.8M Sell
396,399
-1,100
-0.3% -$111K 0.09% 229
2023
Q2 		$38.3M Buy
397,499
+23,301
+6% +$2.01M 0.09% 229
2023
Q1 		$31.2M Sell
374,198
-25,904
-6% -$2.06M 0.08% 227
2022
Q4 		$27.4M Buy
+400,102
New +$28.9M 0.1% 222

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Corient Private Wealth's ARES Position: Q2 2026 in Review

Corient Private Wealth increased its Ares Management (ARES) stake by 36% in Q2 2026, buying an estimated $13.9M and bringing the position to 435,078 shares worth $48.4M. The position accounts for 0.07% of the portfolio, ranked #253.

Corient Private Wealth first reported a position in ARES in Q4 2022 and has held it in 15 quarters since. The position peaked at $204M in Q4 2024. 806 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Corient Private Wealth held 435,078 shares of Ares Management worth $48.4M as of Q2 2026.
  • Corient Private Wealth bought 115,682 Ares Management shares in Q2 2026, an estimated $13.9M.
  • Ares Management made up 0.07% of Corient Private Wealth's portfolio in Q2 2026, its #253 holding.
  • Corient Private Wealth first reported a position in Ares Management in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Ares Management position peaked at $204M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.