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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
Q2 		$254K Hold
2,280
– – 0.02% 430
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 $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

Naples Global Advisors's ARES Position: Q2 2026 in Review

Naples Global Advisors held its Ares Management (ARES) position steady in Q2 2026 at 2,280 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #430.

Naples Global Advisors first reported a position in ARES in Q2 2020 and has held it in 25 quarters since. The position peaked at $550K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Naples Global Advisors held 2,280 shares of Ares Management worth $254K as of Q2 2026.
  • Naples Global Advisors left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #430 holding.
  • Naples Global Advisors first reported a position in Ares Management in Q2 2020 and has held it in 25 quarters since.
  • Naples Global Advisors's Ares Management position peaked at $550K in Q4 2024.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.