Evelyn Partners Investment Management’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.3K	Buy	158 +30	+23%	+$5.19K	﹤0.01%	213
2025 Q1	$23.2K	Buy	+128	New	+$23.2K	﹤0.01%	216