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Fourth Dimension Wealth’s Ares Management ARES Stock Holding History

Fourth Dimension 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
Q1 		$278K Buy
2,547
+1,426
+127% +$189K 0.11% 117
2025
Q4 		$181K Buy
+1,121
New +$175K 0.07% 142

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourth Dimension Wealth's ARES Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Ares Management (ARES) stake by 127% in Q1 2026, buying an estimated $189K and bringing the position to 2,547 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #117.

Fourth Dimension Wealth first reported a position in ARES in Q4 2025 and has held it in 2 quarters since. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Fourth Dimension Wealth held 2,547 shares of Ares Management worth $278K as of Q1 2026.
  • Fourth Dimension Wealth bought 1,426 Ares Management shares in Q1 2026, an estimated $189K.
  • Ares Management made up 0.11% of Fourth Dimension Wealth's portfolio in Q1 2026, its #117 holding.
  • Fourth Dimension Wealth first reported a position in Ares Management in Q4 2025 and has held it in 2 quarters since.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.