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Marks Group Wealth Management’s Ares Management ARES Stock Holding History

Marks Group Wealth Management’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 		– Sell
-1,522
Closed -$246K – 340
2025
Q4 		$246K Buy
1,522
+103
+7% +$16K 0.02% 309
2025
Q3 		$227K Sell
1,419
-28
-2% -$5.05K 0.02% 280
2025
Q2 		$251K Sell
1,447
-1
-0.1% -$158 0.02% 270
2025
Q1 		$212K Sell
1,448
-9
-0.6% -$1.55K 0.02% 293
2024
Q4 		$258K Buy
+1,457
New +$249K 0.03% 269

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

Marks Group Wealth Management's ARES Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,522 shares — an estimated $246K sold.

Marks Group Wealth Management first reported a position in ARES in Q4 2024 and held it in 5 quarters. The position peaked at $258K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Marks Group Wealth Management reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,522 Ares Management shares in Q1 2026, an estimated $246K.
  • Marks Group Wealth Management first reported a position in Ares Management in Q4 2024 and held it in 5 quarters.
  • Marks Group Wealth Management's Ares Management position peaked at $258K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.