Horizon Investments’s Ares Management ARES Stock Holding History

Horizon 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
2026 Q1	$1.3M	Buy	11,892 +7,470	+169%	+$991K	0.01%	593
2025 Q4	$715K	Buy	+4,422	New	+$689K	0.01%	730
2022 Q4	–	Sell	-18,293	Closed	-$1.13M	–	532
2022 Q3	$1.13M	Sell	18,293 -5,468	-23%	-$382K	0.03%	192
2022 Q2	$1.35M	Sell	23,761 -5,046	-18%	-$349K	0.04%	153
2022 Q1	$2.34M	Sell	28,807 -2,150	-7%	-$165K	0.07%	136
2021 Q4	$2.52M	Buy	+30,957	New	+$2.52M	0.07%	123

Other funds holding ARES

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Investments's ARES Position: Q1 2026 in Review

Horizon Investments increased its Ares Management (ARES) stake by 169% in Q1 2026, buying an estimated $991K and bringing the position to 11,892 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #593.

Horizon Investments first reported a position in ARES in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2021. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Horizon Investments held 11,892 shares of Ares Management worth $1.3M as of Q1 2026.
Horizon Investments bought 7,470 Ares Management shares in Q1 2026, an estimated $991K.
Ares Management made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #593 holding.
Horizon Investments first reported a position in Ares Management in Q4 2021 and has held it in 6 quarters since.
Horizon Investments's Ares Management position peaked at $2.52M in Q4 2021.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.