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Meridian Wealth Management’s Ares Management ARES Stock Holding History

Meridian 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 		$3.52M Buy
32,304
+187
+0.6% +$24.8K 0.12% 155
2025
Q4 		$5.19M Sell
32,117
-580
-2% -$90.4K 0.18% 105
2025
Q3 		$5.23M Sell
32,697
-1,251
-4% -$226K 0.2% 98
2025
Q2 		$5.88M Buy
33,948
+355
+1% +$56.1K 0.25% 93
2025
Q1 		$4.93M Sell
33,593
-1,009
-3% -$174K 0.24% 92
2024
Q4 		$6.13M Sell
34,602
-363
-1% -$61.9K 0.29% 77
2024
Q3 		$5.45M Buy
34,965
+2,373
+7% +$344K 0.27% 81
2024
Q2 		$4.34M Buy
+32,592
New +$4.45M 0.52% 45
2024
Q1 		– Sell
-30,680
Closed -$3.65M – 211
2023
Q4 		$3.65M Buy
+30,680
New +$3.33M 0.23% 93

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

Meridian Wealth Management's ARES Position: Q1 2026 in Review

Meridian Wealth Management increased its Ares Management (ARES) stake by 0.58% in Q1 2026, buying an estimated $24.8K and bringing the position to 32,304 shares worth $3.52M. The position accounts for 0.12% of the portfolio, ranked #155.

Meridian Wealth Management first reported a position in ARES in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.13M in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Meridian Wealth Management held 32,304 shares of Ares Management worth $3.52M as of Q1 2026.
  • Meridian Wealth Management bought 187 Ares Management shares in Q1 2026, an estimated $24.8K.
  • Ares Management made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Meridian Wealth Management first reported a position in Ares Management in Q4 2023 and has held it in 9 quarters since.
  • Meridian Wealth Management's Ares Management position peaked at $6.13M in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.