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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
Q2 		$3.64M Buy
32,735
+3,908
+14% +$469K 0.01% 422
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 $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

NEOS Investment Management's ARES Position: Q2 2026 in Review

NEOS Investment Management increased its Ares Management (ARES) stake by 14% in Q2 2026, buying an estimated $469K and bringing the position to 32,735 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #422.

NEOS Investment Management first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.02M in Q4 2025. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • NEOS Investment Management held 32,735 shares of Ares Management worth $3.64M as of Q2 2026.
  • NEOS Investment Management bought 3,908 Ares Management shares in Q2 2026, an estimated $469K.
  • Ares Management made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #422 holding.
  • NEOS Investment Management first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • NEOS Investment Management's Ares Management position peaked at $4.02M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.