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Gradient Investments’s Ares Management ARES Stock Holding History

Gradient Investments’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 		– Sell
-82,364
Closed -$14.3M – 373
2025
Q2 		$14.3M Sell
82,364
-594
-0.7% -$93.9K 0.26% 116
2025
Q1 		$12.2M Sell
82,958
-546
-0.7% -$94.3K 0.25% 124
2024
Q4 		$14.8M Sell
83,504
-8,876
-10% -$1.51M 0.3% 94
2024
Q3 		$14.4M Sell
92,380
-23,542
-20% -$3.42M 0.3% 103
2024
Q2 		$15.5M Sell
115,922
-6,266
-5% -$856K 0.35% 99
2024
Q1 		$16.2M Sell
122,188
-15,356
-11% -$1.96M 0.38% 97
2023
Q4 		$16.4M Sell
137,544
-38,382
-22% -$4.17M 0.4% 91
2023
Q3 		$18.1M Sell
175,926
-5,736
-3% -$580K 0.48% 57
2023
Q2 		$17.5M Sell
181,662
-24,905
-12% -$2.15M 0.45% 61
2023
Q1 		$17.2M Buy
206,567
+4,988
+2% +$397K 0.47% 58
2022
Q4 		$13.8M Sell
201,579
-2,664
-1% -$192K 0.43% 81
2022
Q3 		$12.7M Buy
204,243
+8,045
+4% +$562K 0.39% 70
2022
Q2 		$11.2M Buy
+196,198
New +$13.6M 0.33% 91

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 $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments's ARES Position: Q3 2025 in Review

Gradient Investments sold out of Ares Management (ARES) in Q3 2025, closing a stake of 82,364 shares — an estimated $14.3M sold.

Gradient Investments first reported a position in ARES in Q2 2022 and held it in 13 quarters. The position peaked at $18.1M in Q3 2023. 779 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

  • Gradient Investments reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
  • Gradient Investments sold 82,364 Ares Management shares in Q3 2025, an estimated $14.3M.
  • Gradient Investments first reported a position in Ares Management in Q2 2022 and held it in 13 quarters.
  • Gradient Investments's Ares Management position peaked at $18.1M in Q3 2023.
  • 779 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Gradient Investments's 13F filing for Q3 2025, filed 6 Oct 2025.