Cresta Advisors’s Ares Management ARES Stock Holding History

Cresta Advisors’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	–	Sell	-51	Closed	-$8.24K	–	62
2025 Q4	$8.24K	Buy	+51	New	+$7.95K	﹤0.01%	133

Other funds holding ARES

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cresta Advisors's ARES Position: Q1 2026 in Review

Cresta Advisors sold out of Ares Management (ARES) in Q1 2026, closing a stake of 51 shares — an estimated $8.24K sold.

Cresta Advisors first reported a position in ARES in Q4 2025 and held it in 1 quarter. The position peaked at $8.24K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Cresta Advisors reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 51 Ares Management shares in Q1 2026, an estimated $8.24K.
Cresta Advisors first reported a position in Ares Management in Q4 2025 and held it in 1 quarter.
Cresta Advisors's Ares Management position peaked at $8.24K in Q4 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.