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Marshall & Sterling Wealth Advisors’s Ares Management ARES Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-55
Closed -$8.79K – 363
2025
Q3 		$8.79K Hold
55
– – 0.01% 375
2025
Q2 		$9.53K Buy
55
+4
+8% +$633 0.01% 337
2025
Q1 		$7.48K Buy
+51
New +$8.81K 0.01% 381

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ARES Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 55 shares — an estimated $8.79K sold.

Marshall & Sterling Wealth Advisors first reported a position in ARES in Q1 2025 and held it in 3 quarters. The position peaked at $9.53K in Q2 2025. 832 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 55 Ares Management shares in Q4 2025, an estimated $8.79K.
  • Marshall & Sterling Wealth Advisors first reported a position in Ares Management in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Ares Management position peaked at $9.53K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.