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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opal Wealth Advisors's ARES Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Ares Management (ARES) in Q1 2026: 367 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in ARES as recently as Q2 2025.

Opal Wealth Advisors first reported a position in ARES in Q2 2024 and has held it in 4 quarters since. The position peaked at $71.5K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Opal Wealth Advisors held 367 shares of Ares Management worth $40K as of Q1 2026.
Ares Management was a new Opal Wealth Advisors position in Q1 2026.
Ares Management made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #448 holding.
Opal Wealth Advisors first reported a position in Ares Management in Q2 2024 and has held it in 4 quarters since.
Opal Wealth Advisors's Ares Management position peaked at $71.5K in Q2 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.