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Klingman & Associates’s Ares Management ARES Stock Holding History

Klingman & Associates’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 		$399K Buy
3,588
+154
+4% +$18.5K 0.02% 230
2026
Q1 		$375K Buy
3,434
+820
+31% +$109K 0.02% 232
2025
Q4 		$423K Buy
2,614
+18
+0.7% +$2.8K 0.02% 210
2025
Q3 		$415K Sell
2,596
-432
-14% -$77.9K 0.02% 215
2025
Q2 		$524K Buy
3,028
+392
+15% +$62K 0.03% 168
2025
Q1 		$386K Sell
2,636
-2,450
-48% -$423K 0.02% 189
2024
Q4 		$900K Sell
5,086
-112
-2% -$19.1K 0.06% 109
2024
Q3 		$810K Buy
+5,198
New +$754K 0.05% 118

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

Klingman & Associates's ARES Position: Q2 2026 in Review

Klingman & Associates increased its Ares Management (ARES) stake by 4.5% in Q2 2026, buying an estimated $18.5K and bringing the position to 3,588 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #230.

Klingman & Associates first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $900K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Klingman & Associates held 3,588 shares of Ares Management worth $399K as of Q2 2026.
  • Klingman & Associates bought 154 Ares Management shares in Q2 2026, an estimated $18.5K.
  • Ares Management made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #230 holding.
  • Klingman & Associates first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
  • Klingman & Associates's Ares Management position peaked at $900K in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.