Institute for Wealth Management’s Ares Management ARES Stock Holding History

Institute for Wealth Management’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 Q2	$17.3K	Buy	+155	New	+$18.6K	﹤0.01%	1176
2026 Q1	–	Sell	-11,556	Closed	-$1.87M	–	546
2025 Q4	$1.87M	Sell	11,556 -703	-6%	-$110K	0.2%	111
2025 Q3	$1.96M	Sell	12,259 -569	-4%	-$103K	0.2%	107
2025 Q2	$2.22M	Sell	12,828 -3,202	-20%	-$506K	0.25%	86
2025 Q1	$2.35M	Buy	16,030 +250	+2%	+$43.2K	0.3%	77
2024 Q4	$2.79M	Buy	15,780 +219	+1%	+$37.4K	0.35%	59
2024 Q3	$2.43M	Buy	15,561 +879	+6%	+$128K	0.31%	70
2024 Q2	$1.96M	Buy	14,682 +881	+6%	+$120K	0.26%	82
2024 Q1	$1.84M	Buy	+13,801	New	+$1.76M	0.24%	92

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Institute for Wealth Management's ARES Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ares Management (ARES) in Q2 2026: 155 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ARES as recently as Q4 2025.

Institute for Wealth Management first reported a position in ARES in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.79M in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Institute for Wealth Management held 155 shares of Ares Management worth $17.3K as of Q2 2026.
Ares Management was a new Institute for Wealth Management position in Q2 2026.
Ares Management made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1176 holding.
Institute for Wealth Management first reported a position in Ares Management in Q1 2024 and has held it in 9 quarters since.
Institute for Wealth Management's Ares Management position peaked at $2.79M in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.