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Jackson Wealth Management’s Ares Management ARES Stock Holding History

Jackson 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 		$360K Sell
3,238
-41,034
-93% -$4.92M 0.21% 60
2026
Q1 		$4.83M Buy
44,272
+192
+0.4% +$25.5K 0.5% 46
2025
Q4 		$7.13M Buy
44,080
+1,016
+2% +$158K 0.69% 38
2025
Q3 		$6.88M Buy
43,064
+633
+1% +$114K 0.69% 39
2025
Q2 		$7.35M Sell
42,431
-305
-0.7% -$48.2K 0.8% 35
2025
Q1 		$6.27M Sell
42,736
-560
-1% -$96.8K 0.76% 37
2024
Q4 		$7.67M Sell
43,296
-234
-0.5% -$39.9K 0.87% 31
2024
Q3 		$6.78M Buy
43,530
+19,015
+78% +$2.76M 0.81% 35
2024
Q2 		$3.27M Sell
24,515
-19,246
-44% -$2.63M 0.7% 40
2024
Q1 		$5.82M Buy
43,761
+253
+0.6% +$32.3K 0.73% 35
2023
Q4 		$5.17M Sell
43,508
-120
-0.3% -$13K 0.68% 35
2023
Q3 		$4.49M Buy
43,628
+804
+2% +$81.3K 0.64% 37
2023
Q2 		$4.13M Buy
+42,824
New +$3.7M 0.61% 38
2023
Q1 		– Sell
-43,086
Closed -$2.95M – 134
2022
Q4 		$2.95M Sell
43,086
-1,798
-4% -$130K 1.08% 31
2022
Q3 		$2.78M Buy
44,884
+24,068
+116% +$1.68M 0.55% 44
2022
Q2 		$1.18M Sell
20,816
-28,065
-57% -$1.94M 0.55% 44
2022
Q1 		$3.97M Sell
48,881
-199
-0.4% -$15.3K 0.55% 45
2021
Q4 		$3.99M Buy
49,080
+119
+0.2% +$9.69K 0.5% 60
2021
Q3 		$18K Buy
48,961
+2,441
+5% +$176K 0.22% 60
2021
Q2 		$2.96M Buy
46,520
+470
+1% +$26.3K 0.37% 68
2021
Q1 		$2.58M Buy
46,050
+442
+1% +$22.2K 0.39% 69
2020
Q4 		$2.15M Buy
+45,608
New +$2.06M 0.29% 77

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Jackson Wealth Management's ARES Position: Q2 2026 in Review

Jackson Wealth Management reduced its Ares Management (ARES) stake by 93% in Q2 2026, selling an estimated $4.92M and leaving 3,238 shares worth $360K. The position accounts for 0.21% of the portfolio, ranked #60.

Jackson Wealth Management first reported a position in ARES in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.67M in Q4 2024. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Jackson Wealth Management held 3,238 shares of Ares Management worth $360K as of Q2 2026.
  • Jackson Wealth Management sold 41,034 Ares Management shares in Q2 2026, an estimated $4.92M.
  • Ares Management made up 0.21% of Jackson Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Jackson Wealth Management first reported a position in Ares Management in Q4 2020 and has held it in 22 quarters since.
  • Jackson Wealth Management's Ares Management position peaked at $7.67M in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.