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GoalVest Advisory’s Ares Management ARES Stock Holding History

GoalVest Advisory’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
Q2 		$1.89K Buy
+17
New +$2.04K ﹤0.01% 456
2026
Q1 		– Sell
-21
Closed -$3.39K – 455
2025
Q4 		$3.39K Buy
+21
New +$3.27K ﹤0.01% 487

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

GoalVest Advisory's ARES Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Ares Management (ARES) in Q2 2026: 17 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ARES as recently as Q4 2025.

GoalVest Advisory first reported a position in ARES in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.39K in Q4 2025. 96 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • GoalVest Advisory held 17 shares of Ares Management worth $1.89K as of Q2 2026.
  • Ares Management was a new GoalVest Advisory position in Q2 2026.
  • Ares Management made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #456 holding.
  • GoalVest Advisory first reported a position in Ares Management in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's Ares Management position peaked at $3.39K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.