MPWT
ARES icon

MassMutual Private Wealth & Trust’s Ares Management ARES Stock Holding History

MassMutual Private Wealth & Trust’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 		$190K Buy
1,711
+253
+17% +$30.4K ﹤0.01% 459
2026
Q1 		$159K Sell
1,458
-71
-5% -$9.42K ﹤0.01% 478
2025
Q4 		$247K Buy
1,529
+11
+0.7% +$1.71K 0.01% 409
2025
Q3 		$243K Hold
1,518
– – 0.01% 414
2025
Q2 		$263K Buy
1,518
+323
+27% +$51.1K 0.01% 403
2025
Q1 		$175K Buy
1,195
+48
+4% +$8.29K 0.01% 449
2024
Q4 		$203K Buy
1,147
+67
+6% +$11.4K 0.01% 453
2024
Q3 		$168K Hold
1,080
– – ﹤0.01% 431
2024
Q2 		$144K Buy
1,080
+27
+3% +$3.69K ﹤0.01% 442
2024
Q1 		$140K Buy
1,053
+7
+0.7% +$894 ﹤0.01% 426
2023
Q4 		$124K Buy
1,046
+12
+1% +$1.3K ﹤0.01% 429
2023
Q3 		$106K Sell
1,034
-40
-4% -$4.04K ﹤0.01% 445
2023
Q2 		$103K Buy
1,074
+53
+5% +$4.58K ﹤0.01% 434
2023
Q1 		$85.2K Hold
1,021
– – ﹤0.01% 444
2022
Q4 		$70K Buy
1,021
+4
+0.4% +$289 ﹤0.01% 453
2022
Q3 		$63K Sell
1,017
-39
-4% -$2.73K ﹤0.01% 442
2022
Q2 		$60K Buy
1,056
+56
+6% +$3.87K ﹤0.01% 444
2022
Q1 		$81K Hold
1,000
– – ﹤0.01% 411
2021
Q4 		$81K Hold
1,000
– – ﹤0.01% 432
2021
Q3 		$74K Hold
1,000
– – ﹤0.01% 435
2021
Q2 		$64K Hold
1,000
– – ﹤0.01% 447
2021
Q1 		$56K Buy
+1,000
New +$50.3K ﹤0.01% 425

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's ARES Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Ares Management (ARES) stake by 17% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,711 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

MassMutual Private Wealth & Trust first reported a position in ARES in Q1 2021 and has held it in 22 quarters since. The position peaked at $263K in Q2 2025. 292 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,711 shares of Ares Management worth $190K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 253 Ares Management shares in Q2 2026, an estimated $30.4K.
  • Ares Management made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #459 holding.
  • MassMutual Private Wealth & Trust first reported a position in Ares Management in Q1 2021 and has held it in 22 quarters since.
  • MassMutual Private Wealth & Trust's Ares Management position peaked at $263K in Q2 2025.
  • 292 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.