Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Ares Management ARES Stock Holding History

Kovitz Investment Group Partners’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 		$281K Sell
2,524
-3
-0.1% -$360 0.01% 443
2026
Q1 		$276K Buy
+2,527
New +$335K 0.01% 454

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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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's ARES Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Ares Management (ARES) stake by 0.12% in Q2 2026, selling an estimated $360 and leaving 2,524 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #443.

Kovitz Investment Group Partners first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Kovitz Investment Group Partners held 2,524 shares of Ares Management worth $281K as of Q2 2026.
  • Kovitz Investment Group Partners sold 3 Ares Management shares in Q2 2026, an estimated $360.
  • Ares Management made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #443 holding.
  • Kovitz Investment Group Partners first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.