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Essential Partners’s Ares Management ARES Stock Holding History

Essential Partners’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 		$16.6K Buy
149
+2
+1% +$240 0.01% 979
2026
Q1 		$16K Buy
147
+96
+188% +$12.7K 0.01% 1022
2025
Q4 		$8.24K Buy
51
+21
+70% +$3.27K ﹤0.01% 1232
2025
Q3 		$4.8K Buy
30
+11
+58% +$1.98K ﹤0.01% 1438
2025
Q2 		$3.29K Buy
+19
New +$3K ﹤0.01% 1167

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

Essential Partners's ARES Position: Q2 2026 in Review

Essential Partners increased its Ares Management (ARES) stake by 1.4% in Q2 2026, buying an estimated $240 and bringing the position to 149 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #979.

Essential Partners first reported a position in ARES in Q2 2025 and has held it in 5 quarters since. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Essential Partners held 149 shares of Ares Management worth $16.6K as of Q2 2026.
  • Essential Partners bought 2 Ares Management shares in Q2 2026, an estimated $240.
  • Ares Management made up 0.01% of Essential Partners's portfolio in Q2 2026, its #979 holding.
  • Essential Partners first reported a position in Ares Management in Q2 2025 and has held it in 5 quarters since.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.