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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
Q2 		$66K Buy
590
+138
+31% +$16.6K 0.04% 620
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 $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

Covestor's ARES Position: Q2 2026 in Review

Covestor increased its Ares Management (ARES) stake by 31% in Q2 2026, buying an estimated $16.6K and bringing the position to 590 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #620.

Covestor first reported a position in ARES in Q4 2021 and has held it in 19 quarters since. The position peaked at $146K in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Covestor held 590 shares of Ares Management worth $66K as of Q2 2026.
  • Covestor bought 138 Ares Management shares in Q2 2026, an estimated $16.6K.
  • Ares Management made up 0.04% of Covestor's portfolio in Q2 2026, its #620 holding.
  • Covestor first reported a position in Ares Management in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Ares Management position peaked at $146K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.