Opal Wealth Advisors’s Ares Management ARES Stock Holding History

Opal Wealth 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 Q2	–	Sell	-367	Closed	-$40K	–	253
2026 Q1	$40K	Buy	+367	New	+$48.7K	0.01%	448
2025 Q3	–	Sell	-413	Closed	-$71.5K	–	220
2025 Q2	$71.5K	Buy	413 +7	+2%	+$1.11K	0.02%	319
2025 Q1	$59.5K	Buy	+406	New	+$70.2K	0.02%	336
2024 Q3	–	Sell	-47	Closed	-$6.26K	–	255
2024 Q2	$6.26K	Buy	+47	New	+$6.42K	﹤0.01%	756

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Opal Wealth Advisors's ARES Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Ares Management (ARES) in Q2 2026, closing a stake of 367 shares — an estimated $40K sold.

Opal Wealth Advisors first reported a position in ARES in Q2 2024 and held it in 4 quarters. The position peaked at $71.5K in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Opal Wealth Advisors reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 367 Ares Management shares in Q2 2026, an estimated $40K.
Opal Wealth Advisors first reported a position in Ares Management in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Ares Management position peaked at $71.5K in Q2 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.