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Fulcrum Capital’s Ares Management ARES Stock Holding History

Fulcrum Capital’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 		$215K Sell
1,967
-70
-3% -$9.29K 0.05% 97
2025
Q4 		$329K Hold
2,037
– – 0.07% 82
2025
Q3 		$326K Hold
2,037
– – 0.07% 78
2025
Q2 		$353K Sell
2,037
-161
-7% -$25.5K 0.07% 79
2025
Q1 		$322K Hold
2,198
– – 0.07% 87
2024
Q4 		$389K Hold
2,198
– – 0.08% 78
2024
Q3 		$343K Sell
2,198
-298
-12% -$43.2K 0.07% 85
2024
Q2 		$333K Hold
2,496
– – 0.08% 83
2024
Q1 		$332K Sell
2,496
-128
-5% -$16.4K 0.08% 83
2023
Q4 		$312K Hold
2,624
– – 0.08% 86
2023
Q3 		$270K Hold
2,624
– – 0.08% 88
2023
Q2 		$253K Buy
2,624
+68
+3% +$5.88K 0.07% 101
2023
Q1 		$213K Buy
+2,556
New +$203K 0.06% 114

Other funds holding ARES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B 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