Mount Yale Investment Advisors’s Ares Management ARES Stock Holding History

Mount Yale Investment 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
2026 Q2	$1.39M	Buy	+12,498	New	+$1.5M	0.03%	504
2026 Q1	–	Sell	-1,663	Closed	-$269K	–	1097
2025 Q4	$269K	Buy	1,663 +239	+17%	+$37.2K	0.01%	618
2025 Q3	$228K	Buy	1,424 +1,221	+601%	+$220K	0.02%	600
2025 Q2	$35.2K	Buy	+203	New	+$32.1K	﹤0.01%	913
2024 Q1	–	Sell	-3,429	Closed	-$408K	–	538
2023 Q4	$408K	Sell	3,429 -385	-10%	-$41.8K	0.04%	356
2023 Q3	$392K	Buy	+3,814	New	+$386K	0.04%	345

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ARES Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Ares Management (ARES) in Q2 2026: 12,498 shares worth $1.39M. The stake represents 0.03% of the portfolio and ranks #504 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ARES as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in ARES in Q3 2023 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Mount Yale Investment Advisors held 12,498 shares of Ares Management worth $1.39M as of Q2 2026.
Ares Management was a new Mount Yale Investment Advisors position in Q2 2026.
Ares Management made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #504 holding.
Mount Yale Investment Advisors first reported a position in Ares Management in Q3 2023 and has held it in 6 quarters since.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.