EP Wealth Advisors’s Ares Management ARES Stock Holding History

EP Wealth Advisors’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	$2.04M	Buy	18,670 +178	+1%	+$23.6K	0.01%	475
2025 Q4	$2.99M	Buy	+18,492	New	+$2.88M	0.02%	364
2025 Q2	$4.46M	Buy	25,735 +400	+2%	+$63.3K	0.03%	283
2025 Q1	$3.71M	Buy	25,335 +105	+0.4%	+$18.1K	0.03%	260
2024 Q4	$4.47M	Sell	25,230 -1,732	-6%	-$296K	0.04%	232
2024 Q3	$4.2M	Buy	26,962 +3,868	+17%	+$561K	0.04%	238
2024 Q2	$3.08M	Buy	23,094 +2,749	+14%	+$375K	0.03%	230
2024 Q1	$2.71M	Buy	20,345 +4,996	+33%	+$638K	0.03%	231
2023 Q4	$1.83M	Buy	15,349 +2,836	+23%	+$308K	0.02%	277
2023 Q3	$1.29M	Buy	12,513 +4,013	+47%	+$406K	0.02%	293
2023 Q2	$579K	Buy	+8,500	New	+$735K	0.01%	436

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

EP Wealth Advisors's ARES Position: Q1 2026 in Review

EP Wealth Advisors increased its Ares Management (ARES) stake by 0.96% in Q1 2026, buying an estimated $23.6K and bringing the position to 18,670 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #475.

EP Wealth Advisors first reported a position in ARES in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

EP Wealth Advisors held 18,670 shares of Ares Management worth $2.04M as of Q1 2026.
EP Wealth Advisors bought 178 Ares Management shares in Q1 2026, an estimated $23.6K.
Ares Management made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #475 holding.
EP Wealth Advisors first reported a position in Ares Management in Q2 2023 and has held it in 11 quarters since.
EP Wealth Advisors's Ares Management position peaked at $4.47M in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.