Nicolet Advisory Services’s Ares Management ARES Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$308K	Sell	1,766 -76	-4%	-$11.8K	0.02%	321
2025 Q3	$274K	Sell	1,842 -134	-7%	-$24.2K	0.02%	333
2025 Q2	$361K	Buy	+1,976	New	+$312K	0.03%	267
2025 Q1	–	Sell	-1,763	Closed	-$309K	–	386
2024 Q4	$309K	Buy	1,763 +209	+13%	+$35.7K	0.03%	286
2024 Q3	$244K	Buy	+1,554	New	+$225K	0.02%	325

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nicolet Advisory Services's ARES Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Ares Management (ARES) stake by 4.1% in Q4 2025, selling an estimated $11.8K and leaving 1,766 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #321.

Nicolet Advisory Services first reported a position in ARES in Q3 2024 and has held it in 5 quarters since. The position peaked at $361K in Q2 2025. 828 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Nicolet Advisory Services held 1,766 shares of Ares Management worth $308K as of Q4 2025.
Nicolet Advisory Services sold 76 Ares Management shares in Q4 2025, an estimated $11.8K.
Ares Management made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #321 holding.
Nicolet Advisory Services first reported a position in Ares Management in Q3 2024 and has held it in 5 quarters since.
Nicolet Advisory Services's Ares Management position peaked at $361K in Q2 2025.
828 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.