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 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 $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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's ARES Position: Q1 2026 in Review

Institute for Wealth Management sold out of Ares Management (ARES) in Q1 2026, closing a stake of 11,556 shares — an estimated $1.87M sold.

Institute for Wealth Management first reported a position in ARES in Q1 2024 and held it in 8 quarters. The position peaked at $2.79M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Institute for Wealth Management reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Institute for Wealth Management sold 11,556 Ares Management shares in Q1 2026, an estimated $1.87M.
Institute for Wealth Management first reported a position in Ares Management in Q1 2024 and held it in 8 quarters.
Institute for Wealth Management's Ares Management position peaked at $2.79M in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.