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 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

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

MV Capital Management's ARES Position: Q1 2026 in Review

MV Capital Management reduced its Ares Management (ARES) stake by 69% in Q1 2026, selling an estimated $3.18K and leaving 11 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

MV Capital Management first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.89K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

MV Capital Management held 11 shares of Ares Management worth $1.2K as of Q1 2026.
MV Capital Management sold 24 Ares Management shares in Q1 2026, an estimated $3.18K.
Ares Management made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #830 holding.
MV Capital Management first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
MV Capital Management's Ares Management position peaked at $5.89K in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.