Envestnet Portfolio Solutions
ARES icon

Envestnet Portfolio Solutions’s Ares Management ARES Stock Holding History

Envestnet Portfolio Solutions’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 		$489K Sell
4,394
-524
-11% -$62.9K ﹤0.01% 1002
2026
Q1 		$537K Sell
4,918
-10,162
-67% -$1.35M ﹤0.01% 869
2025
Q4 		$2.44M Sell
15,080
-875
-5% -$136K 0.01% 506
2025
Q3 		$2.55M Sell
15,955
-6,680
-30% -$1.2M 0.01% 475
2025
Q2 		$3.92M Sell
22,635
-6,223
-22% -$984K 0.01% 415
2025
Q1 		$4.23M Sell
28,858
-9,521
-25% -$1.65M 0.02% 402
2024
Q4 		$6.79M Sell
38,379
-1,415
-4% -$241K 0.02% 333
2024
Q3 		$6.2M Buy
39,794
+5,803
+17% +$842K 0.02% 341
2024
Q2 		$4.53M Buy
33,991
+2,104
+7% +$287K 0.02% 393
2024
Q1 		$4.24M Sell
31,887
-4,705
-13% -$601K 0.02% 420
2023
Q4 		$4.35M Sell
36,592
-3,646
-9% -$396K 0.02% 364
2023
Q3 		$4.14M Buy
+40,238
New +$4.07M 0.02% 359

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Envestnet Portfolio Solutions's ARES Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Ares Management (ARES) stake by 11% in Q2 2026, selling an estimated $62.9K and leaving 4,394 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Envestnet Portfolio Solutions first reported a position in ARES in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.79M in Q4 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Envestnet Portfolio Solutions held 4,394 shares of Ares Management worth $489K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 524 Ares Management shares in Q2 2026, an estimated $62.9K.
  • Ares Management made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1002 holding.
  • Envestnet Portfolio Solutions first reported a position in Ares Management in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Ares Management position peaked at $6.79M in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.