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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
Q3 		$169M Sell
1,450,854
-19,254
-1% -$2.52M 13.87% 2
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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Curated Wealth Partners's ARES Position: Q3 2026 in Review

Curated Wealth Partners reduced its Ares Management (ARES) stake by 1.3% in Q3 2026, selling an estimated $2.52M and leaving 1,450,854 shares worth $169M. The position accounts for 13.87% of the portfolio, ranked #2.

Curated Wealth Partners first reported a position in ARES in Q4 2020 and has held it in 23 quarters since. The position peaked at $263M in Q4 2024. 82 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Curated Wealth Partners held 1,450,854 shares of Ares Management worth $169M as of Q3 2026.
  • Curated Wealth Partners sold 19,254 Ares Management shares in Q3 2026, an estimated $2.52M.
  • Ares Management made up 13.87% of Curated Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Curated Wealth Partners first reported a position in Ares Management in Q4 2020 and has held it in 23 quarters since.
  • Curated Wealth Partners's Ares Management position peaked at $263M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.