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One Wealth Capital Management’s Ares Management ARES Stock Holding History

One Wealth Capital 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
2026
Q2 		$779K Sell
7,002
-2,862
-29% -$343K 0.22% 66
2026
Q1 		$1.11M Buy
9,864
+2,998
+44% +$398K 0.49% 37
2025
Q4 		$1.11M Buy
+6,866
New +$1.07M 0.47% 38

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

One Wealth Capital Management's ARES Position: Q2 2026 in Review

One Wealth Capital Management reduced its Ares Management (ARES) stake by 29% in Q2 2026, selling an estimated $343K and leaving 7,002 shares worth $779K. The position accounts for 0.22% of the portfolio, ranked #66.

One Wealth Capital Management first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 288 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • One Wealth Capital Management held 7,002 shares of Ares Management worth $779K as of Q2 2026.
  • One Wealth Capital Management sold 2,862 Ares Management shares in Q2 2026, an estimated $343K.
  • Ares Management made up 0.22% of One Wealth Capital Management's portfolio in Q2 2026, its #66 holding.
  • One Wealth Capital Management first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • One Wealth Capital Management's Ares Management position peaked at $1.11M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.