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Impact Partnership Wealth’s Ares Management ARES Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-3,867
Closed -$567K – 296
2025
Q1 		$567K Buy
3,867
+969
+33% +$167K 0.12% 95
2024
Q4 		$513K Buy
+2,898
New +$494K 0.1% 121

Other funds holding ARES

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Impact Partnership Wealth's ARES Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Ares Management (ARES) in Q2 2025, closing a stake of 3,867 shares — an estimated $567K sold.

Impact Partnership Wealth first reported a position in ARES in Q4 2024 and held it in 2 quarters. The position peaked at $567K in Q1 2025. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,867 Ares Management shares in Q2 2025, an estimated $567K.
  • Impact Partnership Wealth first reported a position in Ares Management in Q4 2024 and held it in 2 quarters.
  • Impact Partnership Wealth's Ares Management position peaked at $567K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.