Creative Planning
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Creative Planning’s Ares Management ARES Stock Holding History

Creative Planning’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 		$5.48M Buy
49,213
+12,292
+33% +$1.47M ﹤0.01% 1334
2026
Q1 		$4.03M Buy
36,921
+2,073
+6% +$275K ﹤0.01% 1352
2025
Q4 		$5.63M Sell
34,848
-3,700
-10% -$576K ﹤0.01% 925
2025
Q3 		$6.16M Buy
38,548
+4,512
+13% +$814K ﹤0.01% 758
2025
Q2 		$5.9M Buy
34,036
+7,776
+30% +$1.23M 0.01% 707
2025
Q1 		$3.85M Buy
26,260
+2,602
+11% +$450K ﹤0.01% 815
2024
Q4 		$4.19M Buy
23,658
+2,701
+13% +$461K ﹤0.01% 727
2024
Q3 		$3.27M Buy
20,957
+2,532
+14% +$367K ﹤0.01% 820
2024
Q2 		$2.46M Buy
18,425
+966
+6% +$132K ﹤0.01% 902
2024
Q1 		$2.32M Buy
17,459
+4,776
+38% +$610K ﹤0.01% 910
2023
Q4 		$1.51M Buy
12,683
+6,831
+117% +$742K ﹤0.01% 1040
2023
Q3 		$602K Buy
5,852
+2,546
+77% +$257K ﹤0.01% 1446
2023
Q2 		$319K Buy
3,306
+3,295
+29,955% +$285K ﹤0.01% 1864
2023
Q1 		$918 Buy
+11
New +$875 ﹤0.01% 2543
2020
Q3 		– Sell
-24,553
Closed -$975K – 2151
2020
Q2 		$975K Buy
24,553
+2,725
+12% +$96.3K ﹤0.01% 748
2020
Q1 		$675K Buy
+21,828
New +$763K ﹤0.01% 808

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

Creative Planning's ARES Position: Q2 2026 in Review

Creative Planning increased its Ares Management (ARES) stake by 33% in Q2 2026, buying an estimated $1.47M and bringing the position to 49,213 shares worth $5.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Creative Planning first reported a position in ARES in Q1 2020 and has held it in 16 quarters since. The position peaked at $6.16M in Q3 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Creative Planning held 49,213 shares of Ares Management worth $5.48M as of Q2 2026.
  • Creative Planning bought 12,292 Ares Management shares in Q2 2026, an estimated $1.47M.
  • Ares Management made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1334 holding.
  • Creative Planning first reported a position in Ares Management in Q1 2020 and has held it in 16 quarters since.
  • Creative Planning's Ares Management position peaked at $6.16M in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.