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CreativeOne Wealth’s Ares Management ARES Stock Holding History

CreativeOne Wealth’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
2025
Q4 		– Sell
-1,314
Closed -$210K – 1182
2025
Q3 		$210K Sell
1,314
-168
-11% -$30.3K 0.01% 1085
2025
Q2 		$257K Buy
1,482
+72
+5% +$11.4K 0.01% 977
2025
Q1 		$207K Buy
+1,410
New +$244K 0.01% 993

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CreativeOne Wealth's ARES Position: Q4 2025 in Review

CreativeOne Wealth sold out of Ares Management (ARES) in Q4 2025, closing a stake of 1,314 shares — an estimated $210K sold.

CreativeOne Wealth first reported a position in ARES in Q1 2025 and held it in 3 quarters. The position peaked at $257K in Q2 2025. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • CreativeOne Wealth reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 1,314 Ares Management shares in Q4 2025, an estimated $210K.
  • CreativeOne Wealth first reported a position in Ares Management in Q1 2025 and held it in 3 quarters.
  • CreativeOne Wealth's Ares Management position peaked at $257K in Q2 2025.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.