Creekmur Asset Management’s Ares Management ARES Stock Holding History

Creekmur Asset Management’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 Q3	$1.5K	Hold	9	–	–	﹤0.01%	639
2025 Q2	$1.61K	Sell	9 -471	-98%	-$74.5K	﹤0.01%	649
2025 Q1	$70.4K	Sell	480 -467	-49%	-$80.7K	0.01%	276
2024 Q4	$168K	Buy	947 +5	+0.5%	+$853	0.04%	130
2024 Q3	$147K	Buy	942 +6	+0.6%	+$871	0.03%	132
2024 Q2	$125K	Buy	936 +6	+0.6%	+$819	0.03%	156
2024 Q1	$124K	Buy	930 +7	+0.8%	+$894	0.04%	152
2023 Q4	$110K	Buy	+923	New	+$100K	0.03%	197

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creekmur Asset Management's ARES Position: Q3 2025 in Review

Creekmur Asset Management held its Ares Management (ARES) position steady in Q3 2025 at 9 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Creekmur Asset Management first reported a position in ARES in Q4 2023 and has held it in 8 quarters since. The position peaked at $168K in Q4 2024. 779 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

Creekmur Asset Management held 9 shares of Ares Management worth $1.5K as of Q3 2025.
Creekmur Asset Management left its Ares Management share count unchanged in Q3 2025.
Ares Management made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #639 holding.
Creekmur Asset Management first reported a position in Ares Management in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Ares Management position peaked at $168K in Q4 2024.
779 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.