Morse Asset Management’s Ares Management ARES Stock Holding History

Morse Asset 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	$144K	Buy	1,295 +1,045	+418%	+$125K	0.02%	180
2026 Q1	$27.3K	Buy	+250	New	+$33.2K	0.01%	256
2025 Q4	–	Sell	-5,770	Closed	-$923K	–	396
2025 Q3	$923K	Sell	5,770 -10,691	-65%	-$1.93M	0.18%	98
2025 Q2	$2.85M	Sell	16,461 -294	-2%	-$46.5K	0.62%	46
2025 Q1	$2.46M	Buy	16,755 +298	+2%	+$51.5K	0.62%	44
2024 Q4	$2.91M	Buy	16,457 +2,422	+17%	+$413K	0.67%	42
2024 Q3	$2.19M	Buy	14,035 +95	+0.7%	+$13.8K	0.47%	55
2024 Q2	$1.86M	Buy	13,940 +390	+3%	+$53.3K	0.45%	57
2024 Q1	$1.8M	Buy	13,550 +1,225	+10%	+$156K	0.46%	58
2023 Q4	$1.47M	Buy	+12,325	New	+$1.34M	0.43%	60

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

Morse Asset Management's ARES Position: Q2 2026 in Review

Morse Asset Management increased its Ares Management (ARES) stake by 418% in Q2 2026, buying an estimated $125K and bringing the position to 1,295 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #180.

Morse Asset Management first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.91M in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Morse Asset Management held 1,295 shares of Ares Management worth $144K as of Q2 2026.
Morse Asset Management bought 1,045 Ares Management shares in Q2 2026, an estimated $125K.
Ares Management made up 0.02% of Morse Asset Management's portfolio in Q2 2026, its #180 holding.
Morse Asset Management first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
Morse Asset Management's Ares Management position peaked at $2.91M in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.