IEQ Capital
ARES icon

IEQ Capital’s Ares Management ARES Stock Holding History

IEQ 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
2026
Q3 		$450K Buy
3,876
+863
+29% +$113K ﹤0.01% 1426
2026
Q2 		$335K Buy
3,013
+852
+39% +$102K ﹤0.01% 1591
2026
Q1 		$236K Sell
2,161
-1,437
-40% -$191K ﹤0.01% 1625
2025
Q4 		$582K Sell
3,598
-45
-1% -$7.01K ﹤0.01% 1258
2025
Q3 		$582K Buy
3,643
+854
+31% +$154K ﹤0.01% 1226
2025
Q2 		$483K Buy
2,789
+195
+8% +$30.8K ﹤0.01% 1174
2025
Q1 		$380K Buy
+2,594
New +$448K ﹤0.01% 1094
2024
Q4 		– Sell
-2,527
Closed -$394K – 1332
2024
Q3 		$394K Buy
2,527
+202
+9% +$29.3K ﹤0.01% 839
2024
Q2 		$310K Buy
2,325
+281
+14% +$38.4K ﹤0.01% 792
2024
Q1 		$272K Sell
2,044
-30
-1% -$3.83K ﹤0.01% 795
2023
Q4 		$247K Buy
+2,074
New +$225K ﹤0.01% 783

Other funds holding ARES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

IEQ Capital's ARES Position: Q3 2026 in Review

IEQ Capital increased its Ares Management (ARES) stake by 29% in Q3 2026, buying an estimated $113K and bringing the position to 3,876 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

IEQ Capital first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $582K in Q3 2025. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • IEQ Capital held 3,876 shares of Ares Management worth $450K as of Q3 2026.
  • IEQ Capital bought 863 Ares Management shares in Q3 2026, an estimated $113K.
  • Ares Management made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1426 holding.
  • IEQ Capital first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
  • IEQ Capital's Ares Management position peaked at $582K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.