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Evolve Private Wealth’s Ares Management ARES Stock Holding History

Evolve 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
2026
Q2 		– Sell
-3,586
Closed -$391K – 1016
2026
Q1 		$391K Buy
3,586
+922
+35% +$122K 0.02% 681
2025
Q4 		$431K Buy
+2,664
New +$415K 0.03% 588

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

Evolve Private Wealth's ARES Position: Q2 2026 in Review

Evolve Private Wealth sold out of Ares Management (ARES) in Q2 2026, closing a stake of 3,586 shares — an estimated $391K sold.

Evolve Private Wealth first reported a position in ARES in Q4 2025 and held it in 2 quarters. The position peaked at $431K in Q4 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Evolve Private Wealth reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,586 Ares Management shares in Q2 2026, an estimated $391K.
  • Evolve Private Wealth first reported a position in Ares Management in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Ares Management position peaked at $431K in Q4 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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