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OFI Invest Asset Management’s Ares Management ARES Stock Holding History

OFI Invest Asset 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
2025
Q4 		– Sell
-757
Closed -$103K – 372
2025
Q3 		$103K Buy
757
+54
+8% +$9.74K ﹤0.01% 269
2025
Q2 		$104K Buy
703
+301
+75% +$47.6K ﹤0.01% 223
2025
Q1 		$54.6K Buy
+402
New +$69.5K ﹤0.01% 344

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

OFI Invest Asset Management's ARES Position: Q4 2025 in Review

OFI Invest Asset Management sold out of Ares Management (ARES) in Q4 2025, closing a stake of 757 shares — an estimated $103K sold.

OFI Invest Asset Management first reported a position in ARES in Q1 2025 and held it in 3 quarters. The position peaked at $104K in Q2 2025. 829 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • OFI Invest Asset Management reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 757 Ares Management shares in Q4 2025, an estimated $103K.
  • OFI Invest Asset Management first reported a position in Ares Management in Q1 2025 and held it in 3 quarters.
  • OFI Invest Asset Management's Ares Management position peaked at $104K in Q2 2025.
  • 829 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on OFI Invest Asset Management's 13F filing for Q4 2025, filed 22 Jan 2026.