Geode Capital Management
ARES icon

Geode Capital Management’s Ares Management ARES Stock Holding History

Geode Capital 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
2026
Q1 		$611M Buy
5,624,013
+135,009
+2% +$17.9M 0.04% 391
2025
Q4 		$884M Buy
5,489,004
+1,963,460
+56% +$306M 0.05% 294
2025
Q3 		$562M Buy
3,525,544
+71,461
+2% +$12.9M 0.04% 401
2025
Q2 		$596M Buy
3,454,083
+244,286
+8% +$38.6M 0.04% 372
2025
Q1 		$469M Buy
3,209,797
+203,440
+7% +$35.2M 0.04% 408
2024
Q4 		$531M Buy
3,006,357
+55,906
+2% +$9.54M 0.04% 373
2024
Q3 		$460M Buy
2,950,451
+175,627
+6% +$25.5M 0.04% 401
2024
Q2 		$370M Buy
2,774,824
+182,408
+7% +$24.9M 0.03% 429
2024
Q1 		$344M Buy
2,592,416
+120,239
+5% +$15.4M 0.03% 451
2023
Q4 		$293M Buy
2,472,177
+158,110
+7% +$17.2M 0.03% 462
2023
Q3 		$238M Buy
2,314,067
+88,599
+4% +$8.96M 0.03% 484
2023
Q2 		$214M Buy
2,225,468
+134,887
+6% +$11.7M 0.03% 522
2023
Q1 		$174M Buy
2,090,581
+82,543
+4% +$6.56M 0.02% 547
2022
Q4 		$137M Buy
2,008,038
+83,874
+4% +$6.05M 0.02% 591
2022
Q3 		$119M Sell
1,924,164
-120,810
-6% -$8.45M 0.02% 619
2022
Q2 		$116M Buy
2,044,974
+27,649
+1% +$1.91M 0.02% 624
2022
Q1 		$164M Buy
2,017,325
+76,780
+4% +$5.9M 0.02% 590
2021
Q4 		$158M Buy
1,940,545
+72,338
+4% +$5.89M 0.02% 616
2021
Q3 		$138M Buy
1,868,207
+493,460
+36% +$35.5M 0.02% 641
2021
Q2 		$87.4M Buy
1,374,747
+235,110
+21% +$13.1M 0.01% 878
2021
Q1 		$63.9M Buy
1,139,637
+95,624
+9% +$4.81M 0.01% 1035
2020
Q4 		$49.1M Buy
1,044,013
+58,785
+6% +$2.66M 0.01% 1107
2020
Q3 		$39.8M Buy
985,228
+100,819
+11% +$4.03M 0.01% 1040
2020
Q2 		$35.1M Sell
884,409
-115,751
-12% -$4.09M 0.01% 1097
2020
Q1 		$30.9M Buy
1,000,160
+79,309
+9% +$2.77M 0.01% 1022
2019
Q4 		$32.9M Buy
920,851
+51,739
+6% +$1.61M 0.01% 1220
2019
Q3 		$23.3M Buy
869,112
+60,801
+8% +$1.74M 0.01% 1379
2019
Q2 		$21.2M Buy
808,311
+257,907
+47% +$6.55M 0.01% 1448
2019
Q1 		$12.8M Buy
+550,404
New +$12M ﹤0.01% 1727

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management's ARES Position: Q1 2026 in Review

Geode Capital Management increased its Ares Management (ARES) stake by 2.5% in Q1 2026, buying an estimated $17.9M and bringing the position to 5,624,013 shares worth $611M. The position accounts for 0.04% of the portfolio, ranked #391.

Geode Capital Management first reported a position in ARES in Q1 2019 and has held it in 29 quarters since. The position peaked at $884M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Geode Capital Management held 5,624,013 shares of Ares Management worth $611M as of Q1 2026.
  • Geode Capital Management bought 135,009 Ares Management shares in Q1 2026, an estimated $17.9M.
  • Ares Management made up 0.04% of Geode Capital Management's portfolio in Q1 2026, its #391 holding.
  • Geode Capital Management first reported a position in Ares Management in Q1 2019 and has held it in 29 quarters since.
  • Geode Capital Management's Ares Management position peaked at $884M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.