MV Capital Management’s Ares Management ARES Stock Holding History

MV Capital Management’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 Q3	$3.02K	Sell	26 -34	-57%	-$4.44K	﹤0.01%	736
2026 Q2	$6.68K	Buy	60 +49	+445%	+$5.88K	﹤0.01%	594
2026 Q1	$1.2K	Sell	11 -24	-69%	-$3.18K	﹤0.01%	830
2025 Q4	$5.66K	Sell	35 -1	-3%	-$156	﹤0.01%	593
2025 Q3	$5.76K	Buy	36 +2	+6%	+$361	﹤0.01%	590
2025 Q2	$5.89K	Buy	34 +7	+26%	+$1.11K	﹤0.01%	597
2025 Q1	$3.96K	Buy	27 +12	+80%	+$2.07K	﹤0.01%	640
2024 Q4	$2.66K	Buy	15 +2	+15%	+$341	﹤0.01%	668
2024 Q3	$2.03K	Buy	13 +2	+18%	+$290	﹤0.01%	694
2024 Q2	$1.47K	Buy	11 +10	+1,000%	+$1.37K	﹤0.01%	669
2024 Q1	$133	Hold	1	–	–	﹤0.01%	752
2023 Q4	$119	Buy	+1	New	+$109	﹤0.01%	713

Other funds holding ARES

Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

MV Capital Management's ARES Position: Q3 2026 in Review

MV Capital Management reduced its Ares Management (ARES) stake by 57% in Q3 2026, selling an estimated $4.44K and leaving 26 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

MV Capital Management first reported a position in ARES in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.68K in Q2 2026. 538 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

MV Capital Management held 26 shares of Ares Management worth $3.02K as of Q3 2026.
MV Capital Management sold 34 Ares Management shares in Q3 2026, an estimated $4.44K.
Ares Management made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #736 holding.
MV Capital Management first reported a position in Ares Management in Q4 2023 and has held it in 12 quarters since.
MV Capital Management's Ares Management position peaked at $6.68K in Q2 2026.
538 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.