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Joel Isaacson & Co’s Ares Management ARES Stock Holding History

Joel Isaacson & Co’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 		$510K Buy
4,578
+47
+1% +$5.64K 0.01% 301
2026
Q1 		$494K Buy
4,531
+51
+1% +$6.77K 0.02% 284
2025
Q4 		$724K Buy
4,480
+26
+0.6% +$4.05K 0.02% 231
2025
Q3 		$712K Buy
4,454
+25
+0.6% +$4.51K 0.03% 219
2025
Q2 		$767K Buy
4,429
+1,273
+40% +$201K 0.03% 195
2025
Q1 		$463K Buy
3,156
+25
+0.8% +$4.32K 0.02% 249
2024
Q4 		$554K Buy
+3,131
New +$534K 0.03% 215
2023
Q4 		– Sell
-3,036
Closed -$312K – 312
2023
Q3 		$312K Hold
3,036
– – 0.02% 242
2023
Q2 		$292K Hold
3,036
– – 0.02% 260
2023
Q1 		$253K Hold
3,036
– – 0.02% 279
2022
Q4 		$208K Buy
+3,036
New +$219K 0.02% 299
2022
Q2 		– Sell
-3,036
Closed -$233K – 300
2022
Q1 		$233K Hold
3,036
– – 0.02% 284
2021
Q4 		$247K Hold
3,036
– – 0.02% 277
2021
Q3 		$224K Buy
+3,036
New +$219K 0.02% 287
2017
Q1 		– Sell
-3,036
Closed -$58K – 200
2016
Q4 		$58K Hold
3,036
– – 0.01% 283
2016
Q3 		$53K Hold
3,036
– – 0.01% 311
2016
Q2 		$43K Buy
3,036
+32
+1% +$455 0.01% 341
2016
Q1 		$46K Buy
3,004
+42
+1% +$517 0.01% 347
2015
Q4 		$38K Buy
2,962
+27
+0.9% +$406 0.01% 366
2015
Q3 		$51K Buy
2,935
+44
+2% +$807 0.01% 331
2015
Q2 		$53K Buy
2,891
+37
+1% +$699 0.01% 353
2015
Q1 		$53K Buy
2,854
+36
+1% +$675 0.01% 348
2014
Q4 		$48K Buy
2,818
+40
+1% +$661 0.01% 330
2014
Q3 		$49K Buy
2,778
+28
+1% +$515 0.02% 304
2014
Q2 		$53K Buy
+2,750
New +$50.5K 0.02% 294

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Joel Isaacson & Co's ARES Position: Q2 2026 in Review

Joel Isaacson & Co increased its Ares Management (ARES) stake by 1% in Q2 2026, buying an estimated $5.64K and bringing the position to 4,578 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #301.

Joel Isaacson & Co first reported a position in ARES in Q2 2014 and has held it in 25 quarters since. The position peaked at $767K in Q2 2025. 410 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Joel Isaacson & Co held 4,578 shares of Ares Management worth $510K as of Q2 2026.
  • Joel Isaacson & Co bought 47 Ares Management shares in Q2 2026, an estimated $5.64K.
  • Ares Management made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #301 holding.
  • Joel Isaacson & Co first reported a position in Ares Management in Q2 2014 and has held it in 25 quarters since.
  • Joel Isaacson & Co's Ares Management position peaked at $767K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.