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 Q2	$3.49M	Sell	31,354 -950	-3%	-$114K	0.11%	179
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Meridian Wealth Management's ARES Position: Q2 2026 in Review

Meridian Wealth Management reduced its Ares Management (ARES) stake by 2.9% in Q2 2026, selling an estimated $114K and leaving 31,354 shares worth $3.49M. The position accounts for 0.11% of the portfolio, ranked #179.

Meridian Wealth Management first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.13M in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Meridian Wealth Management held 31,354 shares of Ares Management worth $3.49M as of Q2 2026.
Meridian Wealth Management sold 950 Ares Management shares in Q2 2026, an estimated $114K.
Ares Management made up 0.11% of Meridian Wealth Management's portfolio in Q2 2026, its #179 holding.
Meridian Wealth Management first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
Meridian Wealth Management's Ares Management position peaked at $6.13M in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.