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 Q3	$1.51K	Buy	13 +1	+8%	+$131	﹤0.01%	751
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

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

DiNuzzo Private Wealth's ARES Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Ares Management (ARES) stake by 8.3% in Q3 2026, buying an estimated $131 and bringing the position to 13 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

DiNuzzo Private Wealth first reported a position in ARES in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.33K in Q3 2025. 141 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

DiNuzzo Private Wealth held 13 shares of Ares Management worth $1.51K as of Q3 2026.
DiNuzzo Private Wealth bought 1 Ares Management share in Q3 2026, an estimated $131.
Ares Management made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #751 holding.
DiNuzzo Private Wealth first reported a position in Ares Management in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Ares Management position peaked at $2.33K in Q3 2025.
141 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.