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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
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 $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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's ARES Position: Q1 2026 in Review

IEQ Capital reduced its Ares Management (ARES) stake by 40% in Q1 2026, selling an estimated $191K and leaving 2,161 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

IEQ Capital first reported a position in ARES in Q4 2023 and has held it in 9 quarters since. The position peaked at $582K in Q3 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • IEQ Capital held 2,161 shares of Ares Management worth $236K as of Q1 2026.
  • IEQ Capital sold 1,437 Ares Management shares in Q1 2026, an estimated $191K.
  • Ares Management made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1625 holding.
  • IEQ Capital first reported a position in Ares Management in Q4 2023 and has held it in 9 quarters since.
  • IEQ Capital's Ares Management position peaked at $582K in Q3 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.