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OneDigital Investment Advisors’s Ares Management ARES Stock Holding History

OneDigital Investment Advisors’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
-8,189
Closed -$1.32M – 1471
2025
Q4 		$1.32M Buy
8,189
+6,832
+503% +$1.06M 0.01% 586
2025
Q3 		$217K Buy
+1,357
New +$245K ﹤0.01% 1382
2025
Q2 		– Sell
-1,369
Closed -$201K – 1451
2025
Q1 		$201K Buy
1,369
+174
+15% +$30.1K ﹤0.01% 1331
2024
Q4 		$212K Sell
1,195
-378
-24% -$64.5K ﹤0.01% 1307
2024
Q3 		$245K Sell
1,573
-57
-3% -$8.27K ﹤0.01% 1260
2024
Q2 		$217K Buy
+1,630
New +$223K ﹤0.01% 1253

Other funds holding ARES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return