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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
2024
Q2 		– Sell
-1,663,217
Closed -$221M – 152
2024
Q1 		$221M Buy
+1,663,217
New +$212M 32.49% 2

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Curated Wealth Partners reduced its Ares Management (ARES) stake by 91% in Q2 2026, selling an estimated $160M and leaving 135,811 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #370.

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. 208 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Curated Wealth Partners held 135,811 shares of Ares Management worth $360K as of Q2 2026.
  • Curated Wealth Partners sold 1,332,724 Ares Management shares in Q2 2026, an estimated $160M.
  • Ares Management made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #370 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.
  • 208 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.