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 Q1	$276K	Buy	+2,527	New	+$335K	0.01%	454

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's ARES Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Ares Management (ARES) in Q1 2026: 2,527 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings.

798 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Kovitz Investment Group Partners held 2,527 shares of Ares Management worth $276K as of Q1 2026.
Ares Management was a new Kovitz Investment Group Partners position in Q1 2026.
Ares Management made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #454 holding.
798 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.