Mutual Advisors’s Ares Management ARES Stock Holding History

Mutual 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	$246K	Sell	2,255 -3,203	-59%	-$425K	0.01%	1200
2025 Q4	$882K	Sell	5,458 -218	-4%	-$34K	0.02%	625
2025 Q3	$842K	Buy	5,676 +814	+17%	+$147K	0.02%	646
2025 Q2	$905K	Sell	4,862 -303	-6%	-$47.9K	0.02%	554
2025 Q1	$795K	Buy	5,165 +309	+6%	+$53.4K	0.02%	538
2024 Q4	$912K	Buy	4,856 +620	+15%	+$106K	0.03%	507
2024 Q3	$724K	Buy	4,236 +1,276	+43%	+$185K	0.02%	585
2024 Q2	$430K	Buy	2,960 +722	+32%	+$98.6K	0.01%	760
2024 Q1	$298K	Buy	2,238 +25	+1%	+$3.19K	0.01%	870
2023 Q4	$263K	Buy	+2,213	New	+$240K	0.01%	866

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

Mutual Advisors's ARES Position: Q1 2026 in Review

Mutual Advisors reduced its Ares Management (ARES) stake by 59% in Q1 2026, selling an estimated $425K and leaving 2,255 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1200.

Mutual Advisors first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $912K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Mutual Advisors held 2,255 shares of Ares Management worth $246K as of Q1 2026.
Mutual Advisors sold 3,203 Ares Management shares in Q1 2026, an estimated $425K.
Ares Management made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1200 holding.
Mutual Advisors first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
Mutual Advisors's Ares Management position peaked at $912K in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.