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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's ARES Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,663 shares — an estimated $269K sold.

Mount Yale Investment Advisors first reported a position in ARES in Q3 2023 and held it in 5 quarters. The position peaked at $408K in Q4 2023. 796 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Mount Yale Investment Advisors reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,663 Ares Management shares in Q1 2026, an estimated $269K.
Mount Yale Investment Advisors first reported a position in Ares Management in Q3 2023 and held it in 5 quarters.
Mount Yale Investment Advisors's Ares Management position peaked at $408K in Q4 2023.
796 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.