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FullCircle Wealth’s Ares Management ARES Stock Holding History

FullCircle 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
2025
Q3 		$727K Sell
4,749
-38
-0.8% -$6.85K 0.26% 122
2025
Q2 		$903K Buy
4,787
+1,258
+36% +$199K 0.34% 103
2025
Q1 		$541K Buy
3,529
+1,271
+56% +$220K 0.22% 123
2024
Q4 		$416K Buy
+2,258
New +$385K 0.17% 139

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FullCircle Wealth's ARES Position: Q3 2025 in Review

FullCircle Wealth reduced its Ares Management (ARES) stake by 0.79% in Q3 2025, selling an estimated $6.85K and leaving 4,749 shares worth $727K. The position accounts for 0.26% of the portfolio, ranked #122.

FullCircle Wealth first reported a position in ARES in Q4 2024 and has held it in 4 quarters since. The position peaked at $903K in Q2 2025. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

  • FullCircle Wealth held 4,749 shares of Ares Management worth $727K as of Q3 2025.
  • FullCircle Wealth sold 38 Ares Management shares in Q3 2025, an estimated $6.85K.
  • Ares Management made up 0.26% of FullCircle Wealth's portfolio in Q3 2025, its #122 holding.
  • FullCircle Wealth first reported a position in Ares Management in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's Ares Management position peaked at $903K in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.