Cornerstone Planning Group’s Ares Management ARES Stock Holding History

Cornerstone Planning Group’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	$10.1K	Buy	82 +58	+242%	+$7.7K	﹤0.01%	889
2025 Q4	$3.6K	Sell	24 -8	-25%	-$1.25K	﹤0.01%	1061
2025 Q3	$4.71K	Sell	32 -1	-3%	-$180	﹤0.01%	966
2025 Q2	$6.2K	Buy	33 +13	+65%	+$2.06K	﹤0.01%	672
2025 Q1	$2.92K	Buy	20 +6	+43%	+$1.04K	﹤0.01%	888
2024 Q4	$2.66K	Buy	14 +7	+100%	+$1.19K	﹤0.01%	717
2024 Q3	$1.19K	Hold	7	–	–	﹤0.01%	901
2024 Q2	$937	Buy	7 +2	+40%	+$273	﹤0.01%	956
2024 Q1	$660	Buy	+5	New	+$639	﹤0.01%	864

Other funds holding ARES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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