DiNuzzo Private Wealth’s Ares Management ARES Stock Holding History

DiNuzzo Private Wealth’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	$1.34K	Hold	12	–	–	﹤0.01%	806
2026 Q1	$1.31K	Sell	12 -1	-8%	-$133	﹤0.01%	790
2025 Q4	$2.1K	Hold	13	–	–	﹤0.01%	625
2025 Q3	$2.33K	Hold	13	–	–	﹤0.01%	585
2025 Q2	$2.25K	Hold	13	–	–	﹤0.01%	581
2025 Q1	$1.91K	Hold	13	–	–	﹤0.01%	615
2024 Q4	$2.3K	Hold	13	–	–	﹤0.01%	545
2024 Q3	$2.03K	Hold	13	–	–	﹤0.01%	606
2024 Q2	$1.73K	Buy	13 +2	+18%	+$273	﹤0.01%	573
2024 Q1	$1.46K	Hold	11	–	–	﹤0.01%	591
2023 Q4	$1.31K	Buy	+11	New	+$1.19K	﹤0.01%	602

Other funds holding ARES

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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