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Covestor’s Ares Management ARES Stock Holding History

Covestor’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 		$49K Sell
452
-451
-50% -$59.8K 0.03% 717
2025
Q4 		$146K Buy
903
+482
+114% +$75.1K 0.08% 355
2025
Q3 		$67K Buy
421
+272
+183% +$49.1K 0.04% 769
2025
Q2 		$26K Sell
149
-159
-52% -$25.1K 0.02% 1138
2025
Q1 		$45K Buy
308
+160
+108% +$27.6K 0.03% 881
2024
Q4 		$26K Sell
148
-512
-78% -$87.4K 0.02% 1089
2024
Q3 		$103K Sell
660
-133
-17% -$19.3K 0.06% 492
2024
Q2 		$106K Buy
793
+662
+505% +$90.4K 0.07% 441
2024
Q1 		$17K Sell
131
-1
-0.8% -$128 0.01% 1265
2023
Q4 		$16K Sell
132
-71
-35% -$7.71K 0.01% 1269
2023
Q3 		$21K Sell
203
-9
-4% -$910 0.02% 1092
2023
Q2 		$20K Sell
212
-12
-5% -$1.04K 0.02% 1129
2023
Q1 		$19K Sell
224
-549
-71% -$43.6K 0.02% 1010
2022
Q4 		$53K Sell
773
-833
-52% -$60.1K 0.04% 700
2022
Q3 		$100K Buy
1,606
+1,322
+465% +$92.4K 0.09% 348
2022
Q2 		$16K Buy
284
+7
+3% +$484 0.01% 1030
2022
Q1 		$23K Buy
277
+269
+3,363% +$20.7K 0.02% 1021
2021
Q4 		$1K Buy
+8
New +$651 ﹤0.01% 1629

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

Covestor's ARES Position: Q1 2026 in Review

Covestor reduced its Ares Management (ARES) stake by 50% in Q1 2026, selling an estimated $59.8K and leaving 452 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #717.

Covestor first reported a position in ARES in Q4 2021 and has held it in 18 quarters since. The position peaked at $146K in Q4 2025. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Covestor held 452 shares of Ares Management worth $49K as of Q1 2026.
  • Covestor sold 451 Ares Management shares in Q1 2026, an estimated $59.8K.
  • Ares Management made up 0.03% of Covestor's portfolio in Q1 2026, its #717 holding.
  • Covestor first reported a position in Ares Management in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Ares Management position peaked at $146K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.