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Northwest & Ethical Investments’s Ares Management ARES Stock Holding History

Northwest & Ethical Investments’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 		$702K Buy
6,826
+1,456
+27% +$193K 0.02% 355
2025
Q4 		$877K Buy
5,370
+910
+20% +$142K 0.02% 329
2025
Q3 		$729K Sell
4,460
-800
-15% -$144K 0.02% 366
2025
Q2 		$911K Buy
5,260
+714
+16% +$113K 0.02% 340
2025
Q1 		$665K Buy
4,546
+3,021
+198% +$522K 0.02% 365
2024
Q4 		$270K Hold
1,525
– – 0.01% 386
2024
Q3 		$238K Buy
+1,525
New +$221K 0.01% 407

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest & Ethical Investments's ARES Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Ares Management (ARES) stake by 27% in Q1 2026, buying an estimated $193K and bringing the position to 6,826 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #355.

Northwest & Ethical Investments first reported a position in ARES in Q3 2024 and has held it in 7 quarters since. The position peaked at $911K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Northwest & Ethical Investments held 6,826 shares of Ares Management worth $702K as of Q1 2026.
  • Northwest & Ethical Investments bought 1,456 Ares Management shares in Q1 2026, an estimated $193K.
  • Ares Management made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #355 holding.
  • Northwest & Ethical Investments first reported a position in Ares Management in Q3 2024 and has held it in 7 quarters since.
  • Northwest & Ethical Investments's Ares Management position peaked at $911K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.