HAG
ARES icon

HighPoint Advisor Group’s Ares Management ARES Stock Holding History

HighPoint Advisor Group’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 		– Sell
-2,085
Closed -$337K – 676
2025
Q4 		$337K Buy
2,085
+23
+1% +$3.58K 0.01% 804
2025
Q3 		$330K Sell
2,062
-9
-0.4% -$1.62K 0.02% 503
2025
Q2 		$359K Buy
2,071
+357
+21% +$56.5K 0.02% 463
2025
Q1 		$262K Buy
1,714
+298
+21% +$51.5K 0.02% 528
2024
Q4 		$264K Buy
+1,416
New +$242K 0.01% 553

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighPoint Advisor Group's ARES Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Ares Management (ARES) in Q1 2026, closing a stake of 2,085 shares — an estimated $337K sold.

HighPoint Advisor Group first reported a position in ARES in Q4 2024 and held it in 5 quarters. The position peaked at $359K in Q2 2025. 799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 2,085 Ares Management shares in Q1 2026, an estimated $337K.
  • HighPoint Advisor Group first reported a position in Ares Management in Q4 2024 and held it in 5 quarters.
  • HighPoint Advisor Group's Ares Management position peaked at $359K in Q2 2025.
  • 799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.