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Evergreen Private Wealth’s Ares Management ARES Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-27
Closed -$4.32K – 96
2025
Q3 		$4.32K Hold
27
– – ﹤0.01% 184
2025
Q2 		$4.68K Buy
+27
New +$4.27K ﹤0.01% 186

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evergreen Private Wealth's ARES Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Ares Management (ARES) in Q4 2025, closing a stake of 27 shares — an estimated $4.32K sold.

Evergreen Private Wealth first reported a position in ARES in Q2 2025 and held it in 2 quarters. The position peaked at $4.68K in Q2 2025. 832 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 27 Ares Management shares in Q4 2025, an estimated $4.32K.
  • Evergreen Private Wealth first reported a position in Ares Management in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Ares Management position peaked at $4.68K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.