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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
Q2 		$1.47M Sell
13,181
-5,650
-30% -$678K ﹤0.01% 1402
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 $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

NewEdge Advisors's ARES Position: Q2 2026 in Review

NewEdge Advisors reduced its Ares Management (ARES) stake by 30% in Q2 2026, selling an estimated $678K and leaving 13,181 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

NewEdge Advisors first reported a position in ARES in Q3 2021 and has held it in 17 quarters since. The position peaked at $9.53M in Q1 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • NewEdge Advisors held 13,181 shares of Ares Management worth $1.47M as of Q2 2026.
  • NewEdge Advisors sold 5,650 Ares Management shares in Q2 2026, an estimated $678K.
  • Ares Management made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1402 holding.
  • NewEdge Advisors first reported a position in Ares Management in Q3 2021 and has held it in 17 quarters since.
  • NewEdge Advisors's Ares Management position peaked at $9.53M in Q1 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.