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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Klingman & Associates's ARES Position: Q1 2026 in Review

Klingman & Associates increased its Ares Management (ARES) stake by 31% in Q1 2026, buying an estimated $109K and bringing the position to 3,434 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #232.

Klingman & Associates first reported a position in ARES in Q3 2024 and has held it in 7 quarters since. The position peaked at $900K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Klingman & Associates held 3,434 shares of Ares Management worth $375K as of Q1 2026.
  • Klingman & Associates bought 820 Ares Management shares in Q1 2026, an estimated $109K.
  • Ares Management made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #232 holding.
  • Klingman & Associates first reported a position in Ares Management in Q3 2024 and has held it in 7 quarters since.
  • Klingman & Associates's Ares Management position peaked at $900K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.