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Fulcrum Asset Management’s Ares Management ARES Stock Holding History

Fulcrum Asset Management’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
Q2 		– Sell
-14,590
Closed -$1.55M – 202
2025
Q1 		$1.55M Buy
+14,590
New +$2.52M 0.3% 90

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Fulcrum Asset Management's ARES Position: Q1 2026 in Review

Fulcrum Asset Management reduced its Ares Management (ARES) stake by 67% in Q1 2026, selling an estimated $1.39M and leaving 5,106 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #129.

Fulcrum Asset Management first reported a position in ARES in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.65M in Q2 2025. 798 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Fulcrum Asset Management held 5,106 shares of Ares Management worth $550K as of Q1 2026.
  • Fulcrum Asset Management sold 10,455 Ares Management shares in Q1 2026, an estimated $1.39M.
  • Ares Management made up 0.08% of Fulcrum Asset Management's portfolio in Q1 2026, its #129 holding.
  • Fulcrum Asset Management first reported a position in Ares Management in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Ares Management position peaked at $2.65M in Q2 2025.
  • 798 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.