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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
Q2 		$1.16M Sell
10,447
-8,223
-44% -$987K ﹤0.01% 709
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
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 $3.37T AUM 44.26% 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

EP Wealth Advisors's ARES Position: Q2 2026 in Review

EP Wealth Advisors reduced its Ares Management (ARES) stake by 44% in Q2 2026, selling an estimated $987K and leaving 10,447 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #709.

EP Wealth Advisors first reported a position in ARES in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.47M in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • EP Wealth Advisors held 10,447 shares of Ares Management worth $1.16M as of Q2 2026.
  • EP Wealth Advisors sold 8,223 Ares Management shares in Q2 2026, an estimated $987K.
  • Ares Management made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #709 holding.
  • EP Wealth Advisors first reported a position in Ares Management in Q2 2023 and has held it in 12 quarters since.
  • EP Wealth Advisors's Ares Management position peaked at $4.47M in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.