LPL Financial’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.2M | Sell |
148,761
-15,348
| -9% | -$2.04M | ﹤0.01% | 1614 |
|
|
2025
Q4 | $26.5M | Sell |
164,109
-1,925
| -1% | -$300K | 0.01% | 1225 |
|
|
2025
Q3 | $26.5M | Buy |
166,034
+14,687
| +10% | +$2.65M | 0.01% | 1185 |
|
|
2025
Q2 | $26.2M | Buy |
151,347
+14,850
| +11% | +$2.35M | 0.01% | 1083 |
|
|
2025
Q1 | $20M | Buy |
136,497
+21,321
| +19% | +$3.68M | 0.01% | 1152 |
|
|
2024
Q4 | $20.4M | Buy |
115,176
+16,001
| +16% | +$2.73M | 0.01% | 1073 |
|
|
2024
Q3 | $15.5M | Buy |
99,175
+35,683
| +56% | +$5.18M | 0.01% | 1184 |
|
|
2024
Q2 | $8.46M | Buy |
63,492
+8,808
| +16% | +$1.2M | ﹤0.01% | 1484 |
|
|
2024
Q1 | $7.27M | Buy |
54,684
+1,326
| +2% | +$169K | ﹤0.01% | 1533 |
|
|
2023
Q4 | $6.35M | Buy |
53,358
+4,644
| +10% | +$504K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $5.01M | Buy |
48,714
+5,263
| +12% | +$532K | ﹤0.01% | 1595 |
|
|
2023
Q2 | $4.19M | Buy |
43,451
+2,884
| +7% | +$249K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $3.38M | Buy |
40,567
+2,403
| +6% | +$191K | ﹤0.01% | 1765 |
|
|
2022
Q4 | $2.61M | Buy |
38,164
+2,460
| +7% | +$177K | ﹤0.01% | 1881 |
|
|
2022
Q3 | $2.21M | Sell |
35,704
-835
| -2% | -$58.4K | ﹤0.01% | 1905 |
|
|
2022
Q2 | $2.08M | Buy |
36,539
+20
| +0.1% | +$1.38K | ﹤0.01% | 2002 |
|
|
2022
Q1 | $2.97M | Buy |
36,519
+3,143
| +9% | +$241K | ﹤0.01% | 1765 |
|
|
2021
Q4 | $2.71M | Buy |
33,376
+12,103
| +57% | +$985K | ﹤0.01% | 1865 |
|
|
2021
Q3 | $1.57M | Buy |
21,273
+4,937
| +30% | +$355K | ﹤0.01% | 2243 |
|
|
2021
Q2 | $1.04M | Buy |
16,336
+2,254
| +16% | +$126K | ﹤0.01% | 2533 |
|
|
2021
Q1 | $789K | Sell |
14,082
-4,954
| -26% | -$249K | ﹤0.01% | 2611 |
|
|
2020
Q4 | $896K | Buy |
19,036
+2,498
| +15% | +$113K | ﹤0.01% | 2274 |
|
|
2020
Q3 | $668K | Buy |
16,538
+10,945
| +196% | +$437K | ﹤0.01% | 2233 |
|
|
2020
Q2 | $222K | Buy |
+5,593
| New | +$198K | ﹤0.01% | 3055 |
|
Other funds holding ARES
VCM
SMFG
VPM
