Laurel Wealth Advisors (North Carolina)’s Ares Management ARES Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1,133	Closed	-$183K	–	223
2025 Q4	$183K	Buy	+1,133	New	+$177K	0.02%	194
2025 Q2	–	Sell	-930	Closed	-$136K	–	224
2025 Q1	$136K	Hold	930	–	–	0.02%	206
2024 Q4	$165K	Sell	930 -15	-2%	-$2.56K	0.03%	188
2024 Q3	$147K	Sell	945 -109	-10%	-$15.8K	0.02%	202
2024 Q2	$140K	Hold	1,054	–	–	0.02%	205
2024 Q1	$140K	Buy	+1,054	New	+$135K	0.02%	207

Other funds holding ARES

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 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 $2.9T AUM 29.55% 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

Laurel Wealth Advisors (North Carolina)'s ARES Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,133 shares — an estimated $183K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ARES in Q1 2024 and held it in 6 quarters. The position peaked at $183K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,133 Ares Management shares in Q1 2026, an estimated $183K.
Laurel Wealth Advisors (North Carolina) first reported a position in Ares Management in Q1 2024 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Ares Management position peaked at $183K in Q4 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.