Icon Wealth Advisors’s Ares Management ARES Stock Holding History

Icon Wealth Advisors’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	-1,419	Closed	-$226K	–	395
2025 Q4	$226K	Buy	1,419 +42	+3%	+$6.54K	0.02%	365
2025 Q3	$220K	Sell	1,377 -14	-1%	-$2.52K	0.01%	358
2025 Q2	$241K	Buy	1,391 +18	+1%	+$2.85K	0.02%	344
2025 Q1	$201K	Buy	1,373 +364	+36%	+$62.9K	0.02%	353
2024 Q4	$179K	Buy	1,009 +239	+31%	+$40.8K	0.01%	393
2024 Q3	$120K	Buy	+770	New	+$112K	0.01%	440

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

Icon Wealth Advisors's ARES Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,419 shares — an estimated $226K sold.

Icon Wealth Advisors first reported a position in ARES in Q3 2024 and held it in 6 quarters. The position peaked at $241K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Icon Wealth Advisors reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Icon Wealth Advisors sold 1,419 Ares Management shares in Q1 2026, an estimated $226K.
Icon Wealth Advisors first reported a position in Ares Management in Q3 2024 and held it in 6 quarters.
Icon Wealth Advisors's Ares Management position peaked at $241K in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.