Iconiq Capital’s Ares Management ARES Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-2,896	Closed	-$502K	–	118
2025 Q2	$502K	Buy	+2,896	New	+$458K	0.01%	186

Other funds holding ARES

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

SMFG

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

BlackRock New York $5.72T AUM 30.48% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Iconiq Capital's ARES Position: Q3 2025 in Review

Iconiq Capital sold out of Ares Management (ARES) in Q3 2025, closing a stake of 2,896 shares — an estimated $502K sold.

Iconiq Capital first reported a position in ARES in Q2 2025 and held it in 1 quarter. The position peaked at $502K in Q2 2025. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

Iconiq Capital reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 2,896 Ares Management shares in Q3 2025, an estimated $502K.
Iconiq Capital first reported a position in Ares Management in Q2 2025 and held it in 1 quarter.
Iconiq Capital's Ares Management position peaked at $502K in Q2 2025.
774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.