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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
Q2 		– Sell
-2,255
Closed -$246K – 1397
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mutual Advisors's ARES Position: Q2 2026 in Review

Mutual Advisors sold out of Ares Management (ARES) in Q2 2026, closing a stake of 2,255 shares — an estimated $246K sold.

Mutual Advisors first reported a position in ARES in Q4 2023 and held it in 10 quarters. The position peaked at $912K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Mutual Advisors reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Mutual Advisors sold 2,255 Ares Management shares in Q2 2026, an estimated $246K.
  • Mutual Advisors first reported a position in Ares Management in Q4 2023 and held it in 10 quarters.
  • Mutual Advisors's Ares Management position peaked at $912K in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.