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Cromwell Holdings’s Ares Management ARES Stock Holding History

Cromwell Holdings’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 		$69.9K Buy
628
+481
+327% +$57.7K 0.03% 433
2026
Q1 		$16K Buy
147
+120
+444% +$15.9K 0.01% 568
2025
Q4 		$4.36K Hold
27
– – ﹤0.01% 621
2025
Q3 		$4.32K Hold
27
– – ﹤0.01% 634
2025
Q2 		$4.68K Buy
27
+15
+125% +$2.37K ﹤0.01% 626
2025
Q1 		$1.76K Buy
+12
New +$2.07K ﹤0.01% 618

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Cromwell Holdings's ARES Position: Q2 2026 in Review

Cromwell Holdings increased its Ares Management (ARES) stake by 327% in Q2 2026, buying an estimated $57.7K and bringing the position to 628 shares worth $69.9K. The position accounts for 0.03% of the portfolio, ranked #433.

Cromwell Holdings first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Cromwell Holdings held 628 shares of Ares Management worth $69.9K as of Q2 2026.
  • Cromwell Holdings bought 481 Ares Management shares in Q2 2026, an estimated $57.7K.
  • Ares Management made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #433 holding.
  • Cromwell Holdings first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.