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Naples Global Advisors’s Ares Management ARES Stock Holding History

Naples Global 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 		$249K Buy
2,280
+92
+4% +$12.2K 0.02% 411
2025
Q4 		$354K Sell
2,188
-170
-7% -$26.5K 0.03% 364
2025
Q3 		$377K Sell
2,358
-672
-22% -$121K 0.03% 357
2025
Q2 		$525K Hold
3,030
– – 0.05% 296
2025
Q1 		$444K Sell
3,030
-75
-2% -$13K 0.04% 312
2024
Q4 		$550K Hold
3,105
– – 0.05% 279
2024
Q3 		$484K Sell
3,105
-50
-2% -$7.25K 0.05% 297
2024
Q2 		$420K Hold
3,155
– – 0.04% 302
2024
Q1 		$420K Sell
3,155
-250
-7% -$31.9K 0.04% 306
2023
Q4 		$405K Hold
3,405
– – 0.04% 303
2023
Q3 		$350K Sell
3,405
-620
-15% -$62.7K 0.04% 317
2023
Q2 		$388K Sell
4,025
-50
-1% -$4.32K 0.05% 310
2023
Q1 		$340K Sell
4,075
-200
-5% -$15.9K 0.04% 322
2022
Q4 		$293K Hold
4,275
– – 0.04% 330
2022
Q3 		$265K Hold
4,275
– – 0.04% 332
2022
Q2 		$243K Hold
4,275
– – 0.03% 347
2022
Q1 		$347K Hold
4,275
– – 0.04% 320
2021
Q4 		$347K Hold
4,275
– – 0.04% 325
2021
Q3 		$316K Sell
4,275
-650
-13% -$46.8K 0.04% 326
2021
Q2 		$313K Sell
4,925
-200
-4% -$11.2K 0.04% 323
2021
Q1 		$287K Hold
5,125
– – 0.04% 313
2020
Q4 		$241K Sell
5,125
-350
-6% -$15.8K 0.04% 324
2020
Q3 		$221K Hold
5,475
– – 0.04% 317
2020
Q2 		$217K Buy
+5,475
New +$193K 0.05% 312

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naples Global Advisors's ARES Position: Q1 2026 in Review

Naples Global Advisors increased its Ares Management (ARES) stake by 4.2% in Q1 2026, buying an estimated $12.2K and bringing the position to 2,280 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #411.

Naples Global Advisors first reported a position in ARES in Q2 2020 and has held it in 24 quarters since. The position peaked at $550K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Naples Global Advisors held 2,280 shares of Ares Management worth $249K as of Q1 2026.
  • Naples Global Advisors bought 92 Ares Management shares in Q1 2026, an estimated $12.2K.
  • Ares Management made up 0.02% of Naples Global Advisors's portfolio in Q1 2026, its #411 holding.
  • Naples Global Advisors first reported a position in Ares Management in Q2 2020 and has held it in 24 quarters since.
  • Naples Global Advisors's Ares Management position peaked at $550K in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.