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 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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Ares Management (ARES) stake by 13% in Q2 2026, selling an estimated $4.08K and leaving 231 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #505.

Elevation Wealth Partners first reported a position in ARES in Q1 2023 and has held it in 14 quarters since. The position peaked at $227K in Q4 2024. 257 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Elevation Wealth Partners held 231 shares of Ares Management worth $25.7K as of Q2 2026.
Elevation Wealth Partners sold 34 Ares Management shares in Q2 2026, an estimated $4.08K.
Ares Management made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #505 holding.
Elevation Wealth Partners first reported a position in Ares Management in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Ares Management position peaked at $227K in Q4 2024.
257 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.