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NewEdge Advisors’s Ares Management ARES Stock Holding History

NewEdge 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 		$2.05M Buy
18,831
+1,766
+10% +$234K 0.01% 1089
2025
Q4 		$2.76M Sell
17,065
-25,834
-60% -$4.02M 0.01% 909
2025
Q3 		$6.86M Sell
42,899
-2,280
-5% -$411K 0.03% 514
2025
Q2 		$7.82M Sell
45,179
-19,792
-30% -$3.13M 0.04% 428
2025
Q1 		$9.53M Buy
64,971
+30,144
+87% +$5.21M 0.06% 338
2024
Q4 		$6.17M Buy
34,827
+1,706
+5% +$291K 0.04% 429
2024
Q3 		$5.16M Buy
33,121
+1,827
+6% +$265K 0.03% 461
2024
Q2 		$4.17M Buy
31,294
+1,403
+5% +$192K 0.03% 507
2024
Q1 		$3.97M Buy
29,891
+1,211
+4% +$155K 0.03% 459
2023
Q4 		$3.4M Buy
28,680
+1,491
+5% +$162K 0.03% 465
2023
Q3 		$2.8M Buy
27,189
+4,448
+20% +$450K 0.03% 479
2023
Q2 		$2.19M Buy
22,741
+4,055
+22% +$351K 0.02% 559
2023
Q1 		$1.56M Buy
18,686
+18,652
+54,859% +$1.48M 0.02% 612
2022
Q4 		$1.71K Buy
+34
New +$2.45K ﹤0.01% 2883
2022
Q1 		– Sell
-10,712
Closed -$871K – 1178
2021
Q4 		$871K Buy
10,712
+1,453
+16% +$118K 0.01% 800
2021
Q3 		$684K Buy
+9,259
New +$667K 0.02% 662

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

NewEdge Advisors's ARES Position: Q1 2026 in Review

NewEdge Advisors increased its Ares Management (ARES) stake by 10% in Q1 2026, buying an estimated $234K and bringing the position to 18,831 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #1089.

NewEdge Advisors first reported a position in ARES in Q3 2021 and has held it in 16 quarters since. The position peaked at $9.53M in Q1 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • NewEdge Advisors held 18,831 shares of Ares Management worth $2.05M as of Q1 2026.
  • NewEdge Advisors bought 1,766 Ares Management shares in Q1 2026, an estimated $234K.
  • Ares Management made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1089 holding.
  • NewEdge Advisors first reported a position in Ares Management in Q3 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's Ares Management position peaked at $9.53M in Q1 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.