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Elevation Wealth Partners’s Ares Management ARES Stock Holding History

Elevation 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
Q3 		$28.6K Buy
246
+15
+6% +$1.96K 0.01% 560
2026
Q2 		$25.7K Sell
231
-34
-13% -$4.08K 0.01% 505
2026
Q1 		$28.9K Sell
265
-717
-73% -$95.1K 0.01% 314
2025
Q4 		$159K Buy
982
+9
+0.9% +$1.4K 0.06% 131
2025
Q3 		$156K Hold
973
– – 0.06% 134
2025
Q2 		$168K Hold
973
– – 0.07% 123
2025
Q1 		$143K Sell
973
-309
-24% -$53.4K 0.06% 130
2024
Q4 		$227K Buy
1,282
+2
+0.2% +$341 0.1% 107
2024
Q3 		$199K Buy
1,280
+3
+0.2% +$435 0.09% 112
2024
Q2 		$170K Hold
1,277
– – 0.08% 121
2024
Q1 		$170K Buy
1,277
+307
+32% +$39.2K 0.08% 120
2023
Q4 		$99.8K Hold
970
– – 0.06% 151
2023
Q3 		$99.8K Buy
970
+52
+6% +$5.26K 0.09% 94
2023
Q2 		$88.5K Sell
918
-82
-8% -$7.09K 0.07% 111
2023
Q1 		$83.4K Buy
+1,000
New +$79.5K 0.08% 115

Other funds holding ARES

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Elevation Wealth Partners's ARES Position: Q3 2026 in Review

Elevation Wealth Partners increased its Ares Management (ARES) stake by 6.5% in Q3 2026, buying an estimated $1.96K and bringing the position to 246 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #560.

Elevation Wealth Partners first reported a position in ARES in Q1 2023 and has held it in 15 quarters since. The position peaked at $227K in Q4 2024. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Elevation Wealth Partners held 246 shares of Ares Management worth $28.6K as of Q3 2026.
  • Elevation Wealth Partners bought 15 Ares Management shares in Q3 2026, an estimated $1.96K.
  • Ares Management made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #560 holding.
  • Elevation Wealth Partners first reported a position in Ares Management in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Ares Management position peaked at $227K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.