Envestnet Asset Management’s Ares Management ARES Stock Holding History

Envestnet Asset Management’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	$95.3M	Sell	856,458 -63,651	-7%	-$7.64M	0.02%	584
2026 Q1	$100M	Buy	920,109 +62,660	+7%	+$8.31M	0.03%	534
2025 Q4	$139M	Sell	857,449 -196,044	-19%	-$30.5M	0.04%	403
2025 Q3	$168M	Sell	1,053,493 -13,213	-1%	-$2.38M	0.05%	360
2025 Q2	$185M	Buy	1,066,706 +1,081	+0.1%	+$171K	0.05%	330
2025 Q1	$156M	Buy	1,065,625 +64,697	+6%	+$11.2M	0.05%	349
2024 Q4	$177M	Sell	1,000,928 -54,656	-5%	-$9.33M	0.06%	314
2024 Q3	$165M	Buy	1,055,584 +182,521	+21%	+$26.5M	0.05%	334
2024 Q2	$116M	Sell	873,063 -16,609	-2%	-$2.27M	0.04%	407
2024 Q1	$118M	Sell	889,672 -136,093	-13%	-$17.4M	0.04%	400
2023 Q4	$122M	Sell	1,025,765 -110,038	-10%	-$11.9M	0.05%	354
2023 Q3	$117M	Buy	1,135,803 +101,142	+10%	+$10.2M	0.05%	340
2023 Q2	$99.7M	Sell	1,034,661 -19,743	-2%	-$1.71M	0.04%	347
2023 Q1	$88M	Buy	1,054,404 +59,065	+6%	+$4.7M	0.04%	354
2022 Q4	$68.1M	Sell	995,339 -23,310	-2%	-$1.68M	0.04%	398
2022 Q3	$63.1M	Sell	1,018,649 -1,636	-0.2%	-$114K	0.04%	377
2022 Q2	$58M	Sell	1,020,285 -3,402	-0.3%	-$235K	0.03%	398
2022 Q1	$83.2M	Sell	1,023,687 -15,772	-2%	-$1.21M	0.04%	350
2021 Q4	$84.5M	Buy	1,039,459 +398,365	+62%	+$32.4M	0.04%	352
2021 Q3	$47.3M	Sell	641,094 -22,719	-3%	-$1.64M	0.03%	474
2021 Q2	$42.2M	Buy	663,813 +45,026	+7%	+$2.52M	0.02%	503
2021 Q1	$34.7M	Buy	618,787 +227,383	+58%	+$11.4M	0.02%	519
2020 Q4	$18.4M	Buy	391,404 +88,563	+29%	+$4.01M	0.01%	649
2020 Q3	$12.2M	Buy	302,841 +75,573	+33%	+$3.02M	0.01%	737
2020 Q2	$9.02M	Buy	227,268 +87,442	+63%	+$3.09M	0.01%	819
2020 Q1	$4.33M	Buy	139,826 +7,418	+6%	+$259K	0.01%	1067
2019 Q4	$4.73M	Buy	132,408 +86,741	+190%	+$2.69M	0.01%	1155
2019 Q3	$1.22M	Buy	45,667 +2,305	+5%	+$65.9K	﹤0.01%	1823
2019 Q2	$1.14M	Sell	43,362 -19	-0%	-$482	﹤0.01%	1862
2019 Q1	$1.01M	Buy	43,381 +7,770	+22%	+$170K	﹤0.01%	1906
2018 Q4	$633K	Buy	+35,611	New	+$747K	﹤0.01%	2005

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Envestnet Asset Management's ARES Position: Q2 2026 in Review

Envestnet Asset Management reduced its Ares Management (ARES) stake by 6.9% in Q2 2026, selling an estimated $7.64M and leaving 856,458 shares worth $95.3M. The position accounts for 0.02% of the portfolio, ranked #584.

Envestnet Asset Management first reported a position in ARES in Q4 2018 and has held it in 31 quarters since. The position peaked at $185M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Envestnet Asset Management held 856,458 shares of Ares Management worth $95.3M as of Q2 2026.
Envestnet Asset Management sold 63,651 Ares Management shares in Q2 2026, an estimated $7.64M.
Ares Management made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #584 holding.
Envestnet Asset Management first reported a position in Ares Management in Q4 2018 and has held it in 31 quarters since.
Envestnet Asset Management's Ares Management position peaked at $185M in Q2 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.