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 Q3	–	Sell	-62	Closed	-$7.41K	–	271
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

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Cornerstone Planning Group's ARES Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Ares Management (ARES) in Q3 2026, closing a stake of 62 shares — an estimated $7.41K sold.

Cornerstone Planning Group first reported a position in ARES in Q1 2024 and held it in 10 quarters. The position peaked at $10.1K in Q1 2026. 149 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Cornerstone Planning Group reported no remaining Ares Management position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 62 Ares Management shares in Q3 2026, an estimated $7.41K.
Cornerstone Planning Group first reported a position in Ares Management in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Ares Management position peaked at $10.1K in Q1 2026.
149 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.