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	$4.45M	Buy	+40,000	New	+$4.8M	0.01%	527

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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.