LWANC
ARES icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 800 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.
  • 800 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.