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Obermeyer Wealth Partners’s Ares Management ARES Stock Holding History

Obermeyer Wealth Partners’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 		– Sell
-2,453
Closed -$396K – 300
2025
Q4 		$396K Hold
2,453
– – 0.02% 201
2025
Q3 		$392K Buy
2,453
+49
+2% +$8.84K 0.02% 199
2025
Q2 		$416K Buy
+2,404
New +$380K 0.02% 178

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

Obermeyer Wealth Partners's ARES Position: Q1 2026 in Review

Obermeyer Wealth Partners sold out of Ares Management (ARES) in Q1 2026, closing a stake of 2,453 shares — an estimated $396K sold.

Obermeyer Wealth Partners first reported a position in ARES in Q2 2025 and held it in 3 quarters. The position peaked at $416K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Obermeyer Wealth Partners reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,453 Ares Management shares in Q1 2026, an estimated $396K.
  • Obermeyer Wealth Partners first reported a position in Ares Management in Q2 2025 and held it in 3 quarters.
  • Obermeyer Wealth Partners's Ares Management position peaked at $416K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.