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Edgestream Partners’s Ares Management ARES Stock Holding History

Edgestream 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
2025
Q4 		– Sell
-3,741
Closed -$598K – 939
2025
Q3 		$598K Sell
3,741
-38,630
-91% -$6.97M 0.02% 705
2025
Q2 		$7.34M Sell
42,371
-52,294
-55% -$8.27M 0.2% 174
2025
Q1 		$13.9M Buy
94,665
+38,430
+68% +$6.64M 0.47% 10
2024
Q4 		$9.96M Buy
56,235
+8,121
+17% +$1.39M 0.42% 10
2024
Q3 		$7.5M Sell
48,114
-23,029
-32% -$3.34M 0.33% 41
2024
Q2 		$9.48M Buy
71,143
+12,118
+21% +$1.65M 0.46% 19
2024
Q1 		$7.85M Buy
59,025
+30,713
+108% +$3.92M 0.39% 25
2023
Q4 		$3.37M Sell
28,312
-22,448
-44% -$2.44M 0.24% 107
2023
Q3 		$5.22M Buy
50,760
+3,756
+8% +$380K 0.42% 19
2023
Q2 		$4.53M Buy
47,004
+39,871
+559% +$3.45M 0.41% 22
2023
Q1 		$595K Sell
7,133
-79,036
-92% -$6.28M 0.07% 377
2022
Q4 		$5.9M Buy
86,169
+39,364
+84% +$2.84M 0.66% 22
2022
Q3 		$2.9M Buy
+46,805
New +$3.27M 0.22% 154

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edgestream Partners's ARES Position: Q4 2025 in Review

Edgestream Partners sold out of Ares Management (ARES) in Q4 2025, closing a stake of 3,741 shares — an estimated $598K sold.

Edgestream Partners first reported a position in ARES in Q3 2022 and held it in 13 quarters. The position peaked at $13.9M in Q1 2025. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Edgestream Partners reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 3,741 Ares Management shares in Q4 2025, an estimated $598K.
  • Edgestream Partners first reported a position in Ares Management in Q3 2022 and held it in 13 quarters.
  • Edgestream Partners's Ares Management position peaked at $13.9M in Q1 2025.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.