Harvest Fund Management’s Ares Management ARES Stock Holding History

Harvest Fund 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
2025 Q4	–	Sell	-23	Closed	-$4K	–	597
2025 Q3	$4K	Hold	23	–	–	﹤0.01%	573
2025 Q2	$4K	Hold	23	–	–	﹤0.01%	559
2025 Q1	$3K	Sell	23 -4,656	-100%	-$805K	﹤0.01%	629
2024 Q4	$828K	Buy	4,679 +2,951	+171%	+$504K	0.04%	248
2024 Q3	$269K	Buy	1,728 +619	+56%	+$89.8K	0.02%	304
2024 Q2	$148K	Sell	1,109 -761	-41%	-$104K	0.01%	369
2024 Q1	$249K	Buy	1,870 +1,806	+2,822%	+$231K	0.02%	292
2023 Q4	$8K	Sell	64 -68	-52%	-$7.38K	﹤0.01%	544
2023 Q3	$14K	Buy	132 +129	+4,300%	+$13K	﹤0.01%	505
2023 Q2	$0	Sell	3 -983	-100%	-$85K	﹤0.01%	667
2023 Q1	$82K	Buy	986 +786	+393%	+$62.5K	0.02%	384
2022 Q4	$14K	Sell	200 -749	-79%	-$54K	﹤0.01%	629
2022 Q3	$59K	Hold	949	–	–	0.02%	393
2022 Q2	$54K	Hold	949	–	–	0.02%	401
2022 Q1	$77K	Hold	949	–	–	0.02%	370
2021 Q4	$77K	Hold	949	–	–	0.01%	371
2021 Q3	$70K	Buy	+949	New	+$68.3K	0.02%	340

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harvest Fund Management's ARES Position: Q4 2025 in Review

Harvest Fund Management sold out of Ares Management (ARES) in Q4 2025, closing a stake of 23 shares — an estimated $4K sold.

Harvest Fund Management first reported a position in ARES in Q3 2021 and held it in 17 quarters. The position peaked at $828K in Q4 2024. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Harvest Fund Management reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Harvest Fund Management sold 23 Ares Management shares in Q4 2025, an estimated $4K.
Harvest Fund Management first reported a position in Ares Management in Q3 2021 and held it in 17 quarters.
Harvest Fund Management's Ares Management position peaked at $828K in Q4 2024.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Harvest Fund Management's 13F filing for Q4 2025, filed 11 Feb 2026.