Obermeyer Wealth Partners
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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
Q3 		$3.09M Buy
26,568
+1,958
+8% +$256K 0.12% 58
2026
Q2 		$2.74M Buy
+24,610
New +$2.95M 0.11% 70
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Obermeyer Wealth Partners's ARES Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Ares Management (ARES) stake by 8% in Q3 2026, buying an estimated $256K and bringing the position to 26,568 shares worth $3.09M. The position accounts for 0.12% of the portfolio, ranked #58.

Obermeyer Wealth Partners first reported a position in ARES in Q2 2025 and has held it in 5 quarters since. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Obermeyer Wealth Partners held 26,568 shares of Ares Management worth $3.09M as of Q3 2026.
  • Obermeyer Wealth Partners bought 1,958 Ares Management shares in Q3 2026, an estimated $256K.
  • Ares Management made up 0.12% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #58 holding.
  • Obermeyer Wealth Partners first reported a position in Ares Management in Q2 2025 and has held it in 5 quarters since.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.