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 Q2	$2.06M	Buy	18,471 +1,493	+9%	+$179K	0.02%	458
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 $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

NewEdge Wealth's ARES Position: Q2 2026 in Review

NewEdge Wealth increased its Ares Management (ARES) stake by 8.8% in Q2 2026, buying an estimated $179K and bringing the position to 18,471 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #458.

NewEdge Wealth first reported a position in ARES in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q4 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

NewEdge Wealth held 18,471 shares of Ares Management worth $2.06M as of Q2 2026.
NewEdge Wealth bought 1,493 Ares Management shares in Q2 2026, an estimated $179K.
Ares Management made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #458 holding.
NewEdge Wealth first reported a position in Ares Management in Q1 2024 and has held it in 10 quarters since.
NewEdge Wealth's Ares Management position peaked at $2.29M in Q4 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.