Omnia Family Wealth’s Ares Management ARES Stock Holding History

Omnia Family Wealth’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	-35,011	Closed	-$5.66M	–	94
2025 Q4	$5.66M	Sell	35,011 -13	-0%	-$2.02K	1.67%	14
2025 Q3	$5.6M	Buy	35,024 +13	+0%	+$2.35K	1.82%	14
2025 Q2	$6.06M	Sell	35,011 -60	-0.2%	-$9.49K	2.2%	10
2025 Q1	$5.14M	Buy	35,071 +47	+0.1%	+$8.12K	2.15%	11
2024 Q4	$6.2M	Buy	35,024 +24	+0.1%	+$4.09K	2.56%	8
2024 Q3	$5.45M	Hold	35,000	–	–	2.34%	10
2024 Q2	$4.66M	Hold	35,000	–	–	1.97%	14
2024 Q1	$4.65M	Hold	35,000	–	–	2.18%	12
2023 Q4	$4.16M	Hold	35,000	–	–	2.13%	13
2023 Q3	$3.6M	Hold	35,000	–	–	2.23%	14
2023 Q2	$3.37M	Hold	35,000	–	–	2.29%	13
2023 Q1	$2.92M	Hold	35,000	–	–	2.25%	12
2022 Q4	$2.4M	Hold	35,000	–	–	1.94%	12
2022 Q3	$2.17M	Hold	35,000	–	–	1.78%	11
2022 Q2	$1.99M	Hold	35,000	–	–	1.46%	15
2022 Q1	$2.84M	Hold	35,000	–	–	1.89%	11
2021 Q4	$2.84M	Buy	+35,000	New	+$2.85M	1.73%	13
2021 Q1	–	Sell	-19,176	Closed	-$902K	–	68
2020 Q4	$902K	Buy	+19,176	New	+$868K	0.82%	20

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Omnia Family Wealth's ARES Position: Q1 2026 in Review

Omnia Family Wealth sold out of Ares Management (ARES) in Q1 2026, closing a stake of 35,011 shares — an estimated $5.66M sold.

Omnia Family Wealth first reported a position in ARES in Q4 2020 and held it in 18 quarters. The position peaked at $6.2M in Q4 2024. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Omnia Family Wealth reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
Omnia Family Wealth sold 35,011 Ares Management shares in Q1 2026, an estimated $5.66M.
Omnia Family Wealth first reported a position in Ares Management in Q4 2020 and held it in 18 quarters.
Omnia Family Wealth's Ares Management position peaked at $6.2M in Q4 2024.
800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.