EWA
ARES icon

EverSource Wealth Advisors’s Ares Management ARES Stock Holding History

EverSource 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 		$179K Sell
1,609
-1,262
-44% -$151K 0.01% 1055
2026
Q1 		$313K Buy
2,871
+791
+38% +$105K 0.01% 828
2025
Q4 		$336K Sell
2,080
-66
-3% -$10.3K 0.01% 710
2025
Q3 		$343K Buy
2,146
+18
+0.8% +$3.25K 0.01% 663
2025
Q2 		$369K Sell
2,128
-37
-2% -$5.85K 0.02% 574
2025
Q1 		$317K Sell
2,165
-3
-0.1% -$518 0.02% 506
2024
Q4 		$384K Buy
2,168
+70
+3% +$11.9K 0.02% 438
2024
Q3 		$327K Sell
2,098
-85
-4% -$12.3K 0.02% 425
2024
Q2 		$334K Buy
2,183
+510
+30% +$69.6K 0.02% 414
2024
Q1 		$223K Sell
1,673
-178
-10% -$22.7K 0.02% 454
2023
Q4 		$220K Hold
1,851
– – 0.02% 412
2023
Q3 		$190K Hold
1,851
– – 0.02% 408
2023
Q2 		$178K Sell
1,851
-19
-1% -$1.64K 0.02% 422
2023
Q1 		$156K Hold
1,870
– – 0.02% 423
2022
Q4 		$128K Buy
1,870
+1,817
+3,428% +$131K 0.02% 441
2022
Q3 		$3K Buy
+53
New +$3.71K ﹤0.01% 1503

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

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

EverSource Wealth Advisors reduced its Ares Management (ARES) stake by 44% in Q2 2026, selling an estimated $151K and leaving 1,609 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1055.

EverSource Wealth Advisors first reported a position in ARES in Q3 2022 and has held it in 16 quarters since. The position peaked at $384K in Q4 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • EverSource Wealth Advisors held 1,609 shares of Ares Management worth $179K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,262 Ares Management shares in Q2 2026, an estimated $151K.
  • Ares Management made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1055 holding.
  • EverSource Wealth Advisors first reported a position in Ares Management in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Ares Management position peaked at $384K in Q4 2024.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.