Koesten Hirschmann & Crabtree’s Ares Management ARES Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q3	–	Sell	-397	Closed	-$68.8K	–	271
2025 Q2	$68.8K	Hold	397	–	–	0.04%	70
2025 Q1	$58.2K	Hold	397	–	–	0.03%	75
2024 Q4	$70.3K	Hold	397	–	–	0.04%	68
2024 Q3	$61.9K	Sell	397 -128	-24%	-$18.6K	0.04%	70
2024 Q2	$69.8K	Hold	525	–	–	0.04%	70
2024 Q1	$69.8K	Hold	525	–	–	0.04%	70
2023 Q4	$62.4K	Sell	525 -179	-25%	-$19.4K	0.04%	63
2023 Q3	$72.4K	Hold	704	–	–	0.06%	45
2023 Q2	$67.8K	Sell	704 -251	-26%	-$21.7K	0.05%	49
2023 Q1	$79.7K	Hold	955	–	–	0.06%	47
2022 Q4	$65.4K	Buy	+955	New	+$68.9K	0.05%	54

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ARES Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of Ares Management (ARES) in Q3 2025, closing a stake of 397 shares — an estimated $68.8K sold.

Koesten Hirschmann & Crabtree first reported a position in ARES in Q4 2022 and held it in 11 quarters. The position peaked at $79.7K in Q1 2023. 779 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

Koesten Hirschmann & Crabtree reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 397 Ares Management shares in Q3 2025, an estimated $68.8K.
Koesten Hirschmann & Crabtree first reported a position in Ares Management in Q4 2022 and held it in 11 quarters.
Koesten Hirschmann & Crabtree's Ares Management position peaked at $79.7K in Q1 2023.
779 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.