Joel Greenblatt’s Ares Management ARES Stock Holding History

Joel Greenblatt’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	$886K	Buy	7,960 +109	+1%	+$13.1K	﹤0.01%	1387
2026 Q1	$857K	Buy	7,851 +4,880	+164%	+$647K	﹤0.01%	1357
2025 Q4	$480K	Buy	+2,971	New	+$463K	﹤0.01%	1453
2022 Q2	–	Sell	-4,395	Closed	-$357K	–	1113
2022 Q1	$357K	Buy	4,395 +160	+4%	+$12.3K	0.01%	901
2021 Q4	$344K	Buy	4,235 +476	+13%	+$38.7K	0.01%	908
2021 Q3	$278K	Buy	+3,759	New	+$271K	0.01%	859
2020 Q2	–	Sell	-10,845	Closed	-$335K	–	1056
2020 Q1	$335K	Buy	10,845 +2,145	+25%	+$75K	0.01%	809
2019 Q4	$311K	Buy	8,700 +698	+9%	+$21.7K	0.01%	932
2019 Q3	$215K	Buy	+8,002	New	+$229K	﹤0.01%	995

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

Joel Greenblatt's ARES Position: Q2 2026 in Review

Joel Greenblatt increased its Ares Management (ARES) stake by 1.4% in Q2 2026, buying an estimated $13.1K and bringing the position to 7,960 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Joel Greenblatt first reported a position in ARES in Q3 2019 and has held it in 9 quarters since. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Joel Greenblatt held 7,960 shares of Ares Management worth $886K as of Q2 2026.
Joel Greenblatt bought 109 Ares Management shares in Q2 2026, an estimated $13.1K.
Ares Management made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1387 holding.
Joel Greenblatt first reported a position in Ares Management in Q3 2019 and has held it in 9 quarters since.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.