NewEdge Wealth’s Ares Management ARES Stock Holding History

NewEdge Wealth’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	$1.85M	Buy	16,978 +2,793	+20%	+$371K	0.02%	448
2025 Q4	$2.29M	Buy	14,185 +1,743	+14%	+$272K	0.03%	417
2025 Q3	$1.91M	Buy	12,442 +3,966	+47%	+$715K	0.03%	409
2025 Q2	$1.58M	Buy	8,476 +1,893	+29%	+$299K	0.02%	427
2025 Q1	$965K	Sell	6,583 -1,470	-18%	-$254K	0.02%	492
2024 Q4	$1.43M	Buy	8,053 +1,038	+15%	+$177K	0.02%	424
2024 Q3	$1.09M	Buy	7,015 +5,210	+289%	+$756K	0.02%	458
2024 Q2	$241K	Sell	1,805 -721	-29%	-$98.5K	0.01%	691
2024 Q1	$340K	Buy	+2,526	New	+$323K	0.01%	640

Other funds holding ARES

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Wealth's ARES Position: Q1 2026 in Review

NewEdge Wealth increased its Ares Management (ARES) stake by 20% in Q1 2026, buying an estimated $371K and bringing the position to 16,978 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #448.

NewEdge Wealth first reported a position in ARES in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.29M in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

NewEdge Wealth held 16,978 shares of Ares Management worth $1.85M as of Q1 2026.
NewEdge Wealth bought 2,793 Ares Management shares in Q1 2026, an estimated $371K.
Ares Management made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #448 holding.
NewEdge Wealth first reported a position in Ares Management in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's Ares Management position peaked at $2.29M in Q4 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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