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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 		$360K Sell
135,811
-1,332,724
-91% -$160M 0.05% 370
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 – 158
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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 $3.51B AUM 22.61% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return