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 Q2	$7.41K	Sell	62 -20	-24%	-$2.4K	﹤0.01%	983
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 $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

Cornerstone Planning Group's ARES Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Ares Management (ARES) stake by 24% in Q2 2026, selling an estimated $2.4K and leaving 62 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Cornerstone Planning Group first reported a position in ARES in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1K in Q1 2026. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Cornerstone Planning Group held 62 shares of Ares Management worth $7.41K as of Q2 2026.
Cornerstone Planning Group sold 20 Ares Management shares in Q2 2026, an estimated $2.4K.
Ares Management made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #983 holding.
Cornerstone Planning Group first reported a position in Ares Management in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Ares Management position peaked at $10.1K in Q1 2026.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.