Massachusetts Financial Services

Massachusetts Financial Services’s Ares Management ARES Stock Holding History

Massachusetts Financial Services’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	$422M	Sell	3,846,219 -1,859,380	-33%	-$247M	0.14%	152
2025 Q4	$922M	Buy	5,705,599 +1,187,174	+26%	+$185M	0.3%	96
2025 Q3	$722M	Sell	4,518,425 -66,829	-1%	-$12.1M	0.22%	113
2025 Q2	$794M	Sell	4,585,254 -438,731	-9%	-$69.4M	0.25%	110
2025 Q1	$737M	Sell	5,023,985 -102,457	-2%	-$17.7M	0.24%	113
2024 Q4	$908M	Buy	5,126,442 +66,671	+1%	+$11.4M	0.29%	94
2024 Q3	$789M	Buy	5,059,771 +1,377	+0%	+$200K	0.24%	124
2024 Q2	$674M	Buy	5,058,394 +1,867,933	+59%	+$255M	0.21%	124
2024 Q1	$424M	Buy	+3,190,461	New	+$408M	0.13%	170

Other funds holding ARES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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