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
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 $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

Creative Planning's ARES Position: Q1 2026 in Review

Creative Planning increased its Ares Management (ARES) stake by 5.9% in Q1 2026, buying an estimated $275K and bringing the position to 36,921 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Creative Planning first reported a position in ARES in Q1 2020 and has held it in 15 quarters since. The position peaked at $6.16M in Q3 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Creative Planning held 36,921 shares of Ares Management worth $4.03M as of Q1 2026.
  • Creative Planning bought 2,073 Ares Management shares in Q1 2026, an estimated $275K.
  • Ares Management made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1352 holding.
  • Creative Planning first reported a position in Ares Management in Q1 2020 and has held it in 15 quarters since.
  • Creative Planning's Ares Management position peaked at $6.16M in Q3 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.