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Leo Wealth LLC’s Ares Management ARES Stock Holding History

Leo Wealth LLC’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 		$233K Sell
2,138
-634
-23% -$84.1K 0.02% 409
2025
Q4 		$448K Sell
2,772
-54
-2% -$8.41K 0.03% 276
2025
Q3 		$452K Sell
2,826
-11
-0.4% -$1.98K 0.06% 193
2025
Q2 		$491K Sell
2,837
-263
-8% -$41.6K 0.04% 235
2025
Q1 		$454K Buy
3,100
+93
+3% +$16.1K 0.07% 184
2024
Q4 		$532K Buy
3,007
+13
+0.4% +$2.22K 0.05% 229
2024
Q3 		$467K Buy
2,994
+22
+0.7% +$3.19K 0.04% 234
2024
Q2 		$396K Buy
2,972
+2
+0.1% +$273 0.04% 243
2024
Q1 		$395K Buy
2,970
+35
+1% +$4.47K 0.04% 236
2023
Q4 		$349K Buy
+2,935
New +$319K 0.04% 246

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 $3.37T AUM 44.26% 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

Leo Wealth LLC's ARES Position: Q1 2026 in Review

Leo Wealth LLC reduced its Ares Management (ARES) stake by 23% in Q1 2026, selling an estimated $84.1K and leaving 2,138 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #409.

Leo Wealth LLC first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $532K in Q4 2024. 799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Leo Wealth LLC held 2,138 shares of Ares Management worth $233K as of Q1 2026.
  • Leo Wealth LLC sold 634 Ares Management shares in Q1 2026, an estimated $84.1K.
  • Ares Management made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #409 holding.
  • Leo Wealth LLC first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Ares Management position peaked at $532K in Q4 2024.
  • 799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.