Hartford Financial Management’s Ares Management ARES Stock Holding History

Hartford Financial 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	$33.3K	Buy	305 +63	+26%	+$8.36K	0.01%	215
2025 Q4	$39.1K	Buy	242 +19	+9%	+$2.96K	0.01%	202
2025 Q3	$35.7K	Hold	223	–	–	0.01%	208
2025 Q2	$38.6K	Hold	223	–	–	0.01%	206
2025 Q1	$32.7K	Hold	223	–	–	0.01%	233
2024 Q4	$39.5K	Sell	223 -22	-9%	-$3.75K	0.01%	222
2024 Q3	$38.2K	Buy	245 +4	+2%	+$580	0.01%	237
2024 Q2	$32.1K	Sell	241 -59	-20%	-$8.06K	0.01%	246
2024 Q1	$39.9K	Buy	300 +20	+7%	+$2.56K	0.01%	239
2023 Q4	$33.3K	Buy	280 +90	+47%	+$9.77K	0.01%	243
2023 Q3	$19.5K	Buy	+190	New	+$19.2K	0.01%	261

Other funds holding ARES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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