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Medallion Wealth Advisors’s Ares Management ARES Stock Holding History

Medallion 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
2026
Q1 		$2.51K Hold
23
– – ﹤0.01% 975
2025
Q4 		$3.72K Hold
23
– – ﹤0.01% 910
2025
Q3 		$3.68K Hold
23
– – ﹤0.01% 906
2025
Q2 		$4.02K Hold
23
– – ﹤0.01% 869
2025
Q1 		$3.44K Buy
+23
New +$3.97K ﹤0.01% 845

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

Medallion Wealth Advisors's ARES Position: Q1 2026 in Review

Medallion Wealth Advisors held its Ares Management (ARES) position steady in Q1 2026 at 23 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Medallion Wealth Advisors first reported a position in ARES in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.02K in Q2 2025. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Medallion Wealth Advisors held 23 shares of Ares Management worth $2.51K as of Q1 2026.
  • Medallion Wealth Advisors left its Ares Management share count unchanged in Q1 2026.
  • Ares Management made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #975 holding.
  • Medallion Wealth Advisors first reported a position in Ares Management in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Ares Management position peaked at $4.02K in Q2 2025.
  • 795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.