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NEOS Investment Management’s Ares Management ARES Stock Holding History

NEOS Investment 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 		$3.15M Buy
28,827
+3,925
+16% +$521K 0.02% 415
2025
Q4 		$4.02M Buy
+24,902
New +$3.88M 0.02% 361

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

NEOS Investment Management's ARES Position: Q1 2026 in Review

NEOS Investment Management increased its Ares Management (ARES) stake by 16% in Q1 2026, buying an estimated $521K and bringing the position to 28,827 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #415.

NEOS Investment Management first reported a position in ARES in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.02M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • NEOS Investment Management held 28,827 shares of Ares Management worth $3.15M as of Q1 2026.
  • NEOS Investment Management bought 3,925 Ares Management shares in Q1 2026, an estimated $521K.
  • Ares Management made up 0.02% of NEOS Investment Management's portfolio in Q1 2026, its #415 holding.
  • NEOS Investment Management first reported a position in Ares Management in Q4 2025 and has held it in 2 quarters since.
  • NEOS Investment Management's Ares Management position peaked at $4.02M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.