Lido Advisors
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Lido Advisors’s Ares Management ARES Stock Holding History

Lido Advisors’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 		$15.1M Buy
135,505
+127,515
+1,596% +$15.3M 0.04% 276
2026
Q1 		$872K Sell
7,990
-2,295
-22% -$304K ﹤0.01% 1029
2025
Q4 		$1.65M Sell
10,285
-734
-7% -$114K ﹤0.01% 787
2025
Q3 		$1.76M Buy
11,019
+4,759
+76% +$858K 0.01% 725
2025
Q2 		$1.08M Buy
6,260
+350
+6% +$55.3K ﹤0.01% 808
2025
Q1 		$867K Buy
5,910
+3,364
+132% +$581K ﹤0.01% 832
2024
Q4 		$451K Sell
2,546
-202
-7% -$34.5K ﹤0.01% 1043
2024
Q3 		$428K Buy
2,748
+309
+13% +$44.8K ﹤0.01% 1006
2024
Q2 		$325K Buy
2,439
+691
+40% +$94.4K ﹤0.01% 1082
2024
Q1 		$232K Sell
1,748
-2
-0.1% -$255 ﹤0.01% 1210
2023
Q4 		$208K Buy
+1,750
New +$190K ﹤0.01% 1198
2022
Q3 		– Sell
-3,647
Closed -$207K – 943
2022
Q2 		$207K Sell
3,647
-809
-18% -$56K ﹤0.01% 861
2022
Q1 		$361K Sell
4,456
-2,596
-37% -$199K ﹤0.01% 745
2021
Q4 		$573K Buy
7,052
+623
+10% +$50.7K 0.01% 566
2021
Q3 		$474K Buy
6,429
+206
+3% +$14.8K 0.01% 614
2021
Q2 		$396K Buy
+6,223
New +$348K 0.01% 612
2020
Q1 		– Sell
-28,484
Closed -$1.02M – 588
2019
Q4 		$1.02M Buy
28,484
+57
+0.2% +$1.77K 0.04% 260
2019
Q3 		$762K Sell
28,427
-1,103
-4% -$31.5K 0.04% 261
2019
Q2 		$772K Buy
29,530
+3,343
+13% +$84.9K 0.04% 232
2019
Q1 		$607K Buy
26,187
+8,415
+47% +$184K 0.04% 254
2018
Q4 		$315K Buy
17,772
+1,326
+8% +$27.8K 0.03% 298
2018
Q3 		$381K Buy
+16,446
New +$353K 0.04% 292

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
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 $3.37T AUM 44.26% 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

Lido Advisors's ARES Position: Q2 2026 in Review

Lido Advisors increased its Ares Management (ARES) stake by 1,596% in Q2 2026, buying an estimated $15.3M and bringing the position to 135,505 shares worth $15.1M. The position accounts for 0.04% of the portfolio, ranked #276.

Lido Advisors first reported a position in ARES in Q3 2018 and has held it in 22 quarters since. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Lido Advisors held 135,505 shares of Ares Management worth $15.1M as of Q2 2026.
  • Lido Advisors bought 127,515 Ares Management shares in Q2 2026, an estimated $15.3M.
  • Ares Management made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #276 holding.
  • Lido Advisors first reported a position in Ares Management in Q3 2018 and has held it in 22 quarters since.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.