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
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 $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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's ARES Position: Q1 2026 in Review

Lido Advisors reduced its Ares Management (ARES) stake by 22% in Q1 2026, selling an estimated $304K and leaving 7,990 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Lido Advisors first reported a position in ARES in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.76M in Q3 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Lido Advisors held 7,990 shares of Ares Management worth $872K as of Q1 2026.
  • Lido Advisors sold 2,295 Ares Management shares in Q1 2026, an estimated $304K.
  • Ares Management made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1029 holding.
  • Lido Advisors first reported a position in Ares Management in Q3 2018 and has held it in 21 quarters since.
  • Lido Advisors's Ares Management position peaked at $1.76M in Q3 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.