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Foundations Investment Advisors’s Ares Management ARES Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-2,328
Closed -$372K – 1109
2025
Q3 		$372K Buy
+2,328
New +$420K 0.01% 758

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

Foundations Investment Advisors's ARES Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 2,328 shares — an estimated $372K sold.

Foundations Investment Advisors first reported a position in ARES in Q3 2025 and held it in 1 quarter. The position peaked at $372K in Q3 2025. 832 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,328 Ares Management shares in Q4 2025, an estimated $372K.
  • Foundations Investment Advisors first reported a position in Ares Management in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Ares Management position peaked at $372K in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.