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North Star Investment Management’s Ares Management ARES Stock Holding History

North Star Investment Management’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 		$1.56K Sell
14
-34
-71% -$4.08K ﹤0.01% 1465
2026
Q1 		$5.24K Buy
48
+21
+78% +$2.79K ﹤0.01% 1177
2025
Q4 		$4.36K Buy
27
+24
+800% +$3.74K ﹤0.01% 1125
2025
Q3 		$480 Buy
+3
New +$541 ﹤0.01% 1261

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 $3.38T AUM 44.17% 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

North Star Investment Management's ARES Position: Q2 2026 in Review

North Star Investment Management reduced its Ares Management (ARES) stake by 71% in Q2 2026, selling an estimated $4.08K and leaving 14 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

North Star Investment Management first reported a position in ARES in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.24K in Q1 2026. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • North Star Investment Management held 14 shares of Ares Management worth $1.56K as of Q2 2026.
  • North Star Investment Management sold 34 Ares Management shares in Q2 2026, an estimated $4.08K.
  • Ares Management made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1465 holding.
  • North Star Investment Management first reported a position in Ares Management in Q3 2025 and has held it in 4 quarters since.
  • North Star Investment Management's Ares Management position peaked at $5.24K in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.