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Heard Capital LLC’s Ares Management ARES Stock Holding History

Heard Capital LLC’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 		$1.24M Hold
11,150
– – 0.05% 19
2026
Q1 		$1.22M Hold
11,150
– – 0.06% 18
2025
Q4 		$1.8M Hold
11,150
– – 0.08% 18
2025
Q3 		$1.78M Hold
11,150
– – 0.09% 18
2025
Q2 		$1.93M Hold
11,150
– – 0.1% 18
2025
Q1 		$1.63M Hold
11,150
– – 0.1% 18
2024
Q4 		$1.97M Hold
11,150
– – 0.12% 19
2024
Q3 		$1.74M Hold
11,150
– – 0.1% 19
2024
Q2 		$1.49M Sell
11,150
-1,300
-10% -$178K 0.09% 20
2024
Q1 		$1.66M Hold
12,450
– – 0.1% 22
2023
Q4 		$1.48M Sell
12,450
-3,350
-21% -$364K 0.1% 24
2023
Q3 		$1.63M Hold
15,800
– – 0.12% 22
2023
Q2 		$1.52M Sell
15,800
-3,100
-16% -$268K 0.12% 21
2023
Q1 		$1.58M Hold
18,900
– – 0.13% 19
2022
Q4 		$1.29M Buy
18,900
+6,580
+53% +$475K 0.14% 19
2022
Q3 		$763K Hold
12,320
– – 0.09% 27
2022
Q2 		$701K Hold
12,320
– – 0.08% 29
2022
Q1 		$1M Buy
12,320
+2,785
+29% +$214K 0.09% 21
2021
Q4 		$775K Buy
9,535
+4,850
+104% +$395K 0.12% 20
2021
Q3 		$346K Sell
4,685
-10,015
-68% -$721K 0.07% 27
2021
Q2 		$935K Sell
14,700
-10,291
-41% -$575K 0.21% 22
2021
Q1 		$1.4M Hold
24,991
– – 0.39% 18
2020
Q4 		$1.18M Hold
24,991
– – 0.39% 17
2020
Q3 		$1.01M Hold
24,991
– – 0.42% 15
2020
Q2 		$992K Buy
24,991
+4,991
+25% +$176K 0.49% 14
2020
Q1 		$619K Buy
+20,000
New +$699K 0.37% 15

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Heard Capital LLC's ARES Position: Q2 2026 in Review

Heard Capital LLC held its Ares Management (ARES) position steady in Q2 2026 at 11,150 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #19.

Heard Capital LLC first reported a position in ARES in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.97M in Q4 2024. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Heard Capital LLC held 11,150 shares of Ares Management worth $1.24M as of Q2 2026.
  • Heard Capital LLC left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up 0.05% of Heard Capital LLC's portfolio in Q2 2026, its #19 holding.
  • Heard Capital LLC first reported a position in Ares Management in Q1 2020 and has held it in 26 quarters since.
  • Heard Capital LLC's Ares Management position peaked at $1.97M in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Heard Capital LLC's 13F filing for Q2 2026, filed 11 Aug 2026.