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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's ARES Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Ares Management (ARES) stake by 67% in Q1 2026, selling an estimated $1.35M and leaving 4,918 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Envestnet Portfolio Solutions first reported a position in ARES in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.79M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Envestnet Portfolio Solutions held 4,918 shares of Ares Management worth $537K as of Q1 2026.
Envestnet Portfolio Solutions sold 10,162 Ares Management shares in Q1 2026, an estimated $1.35M.
Ares Management made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #869 holding.
Envestnet Portfolio Solutions first reported a position in Ares Management in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Ares Management position peaked at $6.79M in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.