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Fortitude Advisory Group’s Ares Management ARES Stock Holding History

Fortitude Advisory Group’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
-1,378
Closed -$220K – 219
2025
Q3 		$220K Buy
+1,378
New +$249K 0.12% 183
2022
Q2 		– Sell
-930
Closed -$76K – 269
2022
Q1 		$76K Hold
930
– – 0.04% 405
2021
Q4 		$76K Buy
+930
New +$75.7K 0.04% 423

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortitude Advisory Group's ARES Position: Q4 2025 in Review

Fortitude Advisory Group sold out of Ares Management (ARES) in Q4 2025, closing a stake of 1,378 shares — an estimated $220K sold.

Fortitude Advisory Group first reported a position in ARES in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q3 2025. 828 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Fortitude Advisory Group reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,378 Ares Management shares in Q4 2025, an estimated $220K.
  • Fortitude Advisory Group first reported a position in Ares Management in Q4 2021 and held it in 3 quarters.
  • Fortitude Advisory Group's Ares Management position peaked at $220K in Q3 2025.
  • 828 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Fortitude Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.