Integrated Wealth Concepts’s Ares Management ARES Stock Holding History

Integrated Wealth Concepts’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	$269K	Sell	2,421 -568	-19%	-$68.1K	﹤0.01%	2044
2026 Q1	$326K	Sell	2,989 -3,119	-51%	-$414K	﹤0.01%	1801
2025 Q4	$987K	Sell	6,108 -2,330	-28%	-$363K	0.01%	777
2025 Q3	$1.35M	Buy	8,438 +2,848	+51%	+$514K	0.01%	839
2025 Q2	$968K	Buy	5,590 +1,608	+40%	+$254K	0.01%	935
2025 Q1	$584K	Sell	3,982 -1,839	-32%	-$318K	0.01%	1078
2024 Q4	$1.03M	Buy	+5,821	New	+$993K	0.01%	793
2024 Q1	–	Sell	-2,023	Closed	-$241K	–	1647
2023 Q4	$241K	Sell	2,023 -8	-0.4%	-$869	﹤0.01%	1376
2023 Q3	$209K	Sell	2,031 -325	-14%	-$32.9K	﹤0.01%	1390
2023 Q2	$227K	Buy	+2,356	New	+$204K	﹤0.01%	1358

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

Integrated Wealth Concepts's ARES Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Ares Management (ARES) stake by 19% in Q2 2026, selling an estimated $68.1K and leaving 2,421 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Integrated Wealth Concepts first reported a position in ARES in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q3 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Integrated Wealth Concepts held 2,421 shares of Ares Management worth $269K as of Q2 2026.
Integrated Wealth Concepts sold 568 Ares Management shares in Q2 2026, an estimated $68.1K.
Ares Management made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2044 holding.
Integrated Wealth Concepts first reported a position in Ares Management in Q2 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Ares Management position peaked at $1.35M in Q3 2025.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.