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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
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 $6.73T 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 $3.37T AUM 44.26% 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

Obermeyer Wealth Partners's ARES Position: Q2 2026 in Review

Obermeyer Wealth Partners opened a new position in Ares Management (ARES) in Q2 2026: 24,610 shares worth $2.74M. The stake represents 0.11% of the portfolio and ranks #70 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in ARES as recently as Q4 2025.

Obermeyer Wealth Partners first reported a position in ARES in Q2 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Obermeyer Wealth Partners held 24,610 shares of Ares Management worth $2.74M as of Q2 2026.
  • Ares Management was a new Obermeyer Wealth Partners position in Q2 2026.
  • Ares Management made up 0.11% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Obermeyer Wealth Partners first reported a position in Ares Management in Q2 2025 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.