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Moran Wealth Management’s Ares Management ARES Stock Holding History

Moran 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
2025
Q4 		– Sell
-1,638
Closed -$262K – 491
2025
Q3 		$262K Buy
+1,638
New +$295K 0.01% 473

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Moran Wealth Management's ARES Position: Q4 2025 in Review

Moran Wealth Management sold out of Ares Management (ARES) in Q4 2025, closing a stake of 1,638 shares — an estimated $262K sold.

Moran Wealth Management first reported a position in ARES in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 831 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Moran Wealth Management reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 1,638 Ares Management shares in Q4 2025, an estimated $262K.
  • Moran Wealth Management first reported a position in Ares Management in Q3 2025 and held it in 1 quarter.
  • Moran Wealth Management's Ares Management position peaked at $262K in Q3 2025.
  • 831 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.