MWA
ARES icon

Moser Wealth Advisors’s Ares Management ARES Stock Holding History

Moser 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
2025
Q2 		$229K Hold
1,320
– – 0.11% 80
2025
Q1 		$194K Buy
1,320
+1,195
+956% +$206K 0.1% 82
2024
Q4 		$22.1K Buy
+125
New +$21.3K 0.01% 103

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Moser Wealth Advisors's ARES Position: Q2 2025 in Review

Moser Wealth Advisors held its Ares Management (ARES) position steady in Q2 2025 at 1,320 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #80.

Moser Wealth Advisors first reported a position in ARES in Q4 2024 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Moser Wealth Advisors held 1,320 shares of Ares Management worth $229K as of Q2 2025.
  • Moser Wealth Advisors left its Ares Management share count unchanged in Q2 2025.
  • Ares Management made up 0.11% of Moser Wealth Advisors's portfolio in Q2 2025, its #80 holding.
  • Moser Wealth Advisors first reported a position in Ares Management in Q4 2024 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.