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Curated Wealth Partners’s Ares Management ARES Stock Holding History

Curated Wealth Partners’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 		$164M Buy
1,470,108
+1,573
+0.1% +$189K 18.96% 2
2026
Q1 		$160M Buy
1,468,535
+49,265
+3% +$6.54M 20.19% 2
2025
Q4 		$229M Buy
1,419,270
+627
+0% +$97.7K 24.79% 2
2025
Q3 		$227M Sell
1,418,643
-70,366
-5% -$12.7M 27.44% 2
2025
Q2 		$258M Hold
1,489,009
– – 30.24% 2
2025
Q1 		$218M Buy
1,489,009
+3,237
+0.2% +$559K 28.24% 2
2024
Q4 		$263M Sell
1,485,772
-171,385
-10% -$29.2M 30.03% 2
2024
Q3 		$258M Sell
1,657,157
-1,060
-0.1% -$154K 33.04% 2
2024
Q2 		$221M Buy
+1,658,217
New +$226M 30.83% 2
2024
Q1 		– Sell
-1,663,217
Closed -$212M – 157
2023
Q4 		$198M Sell
1,663,217
-5,000
-0.3% -$543K 32.31% 2
2023
Q3 		$172M Sell
1,668,217
-21,575
-1% -$2.18M 31.26% 2
2023
Q2 		$163M Hold
1,689,792
– – 31.61% 2
2023
Q1 		$141M Buy
1,689,792
+6,586
+0.4% +$524K 31.73% 2
2022
Q4 		$115M Hold
1,683,206
– – 27.95% 2
2022
Q3 		$104M Hold
1,683,206
– – 30.63% 2
2022
Q2 		$95.7M Buy
1,683,206
+6,258
+0.4% +$433K 28.12% 2
2022
Q1 		$136M Hold
1,676,948
– – 46.17% 1
2021
Q4 		$136M Buy
1,676,948
+1,615,131
+2,613% +$131M 44.06% 1
2021
Q3 		$4.56M Hold
61,817
– – 2.55% 6
2021
Q2 		$3.93M Buy
61,817
+8,717
+16% +$487K 2.14% 6
2021
Q1 		$2.98M Hold
53,100
– – 1.83% 8
2020
Q4 		$2.5M Buy
+53,100
New +$2.4M 1.62% 8

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Curated Wealth Partners's ARES Position: Q2 2026 in Review

Curated Wealth Partners increased its Ares Management (ARES) stake by 0.11% in Q2 2026, buying an estimated $189K and bringing the position to 1,470,108 shares worth $164M. The position accounts for 18.96% of the portfolio, ranked #2.

Curated Wealth Partners first reported a position in ARES in Q4 2020 and has held it in 22 quarters since. The position peaked at $263M in Q4 2024. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Curated Wealth Partners held 1,470,108 shares of Ares Management worth $164M as of Q2 2026.
  • Curated Wealth Partners bought 1,573 Ares Management shares in Q2 2026, an estimated $189K.
  • Ares Management made up 18.96% of Curated Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Curated Wealth Partners first reported a position in Ares Management in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Ares Management position peaked at $263M in Q4 2024.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.