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Oppenheimer Asset Management’s Ares Management ARES Stock Holding History

Oppenheimer Asset 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 		$404K Buy
3,633
+356
+11% +$42.7K ﹤0.01% 930
2026
Q1 		$358K Sell
3,277
-2,504
-43% -$332K ﹤0.01% 944
2025
Q4 		$934K Sell
5,781
-140
-2% -$21.8K 0.01% 691
2025
Q3 		$947K Buy
5,921
+76
+1% +$13.7K 0.01% 765
2025
Q2 		$1.01M Buy
5,845
+47
+0.8% +$7.43K 0.01% 745
2025
Q1 		$850K Buy
5,798
+865
+18% +$149K 0.01% 754
2024
Q4 		$873K Buy
4,933
+618
+14% +$105K 0.01% 758
2024
Q3 		$672K Buy
4,315
+2,192
+103% +$318K 0.01% 815
2024
Q2 		$283K Sell
2,123
-1,916
-47% -$262K ﹤0.01% 991
2024
Q1 		$537K Sell
4,039
-5,711
-59% -$730K 0.01% 817
2023
Q4 		$1.16M Sell
9,750
-385
-4% -$41.8K 0.02% 666
2023
Q3 		$1.04M Sell
10,135
-8
-0.1% -$809 0.02% 679
2023
Q2 		$977K Sell
10,143
-149
-1% -$12.9K 0.01% 710
2023
Q1 		$859K Buy
10,292
+477
+5% +$37.9K 0.01% 719
2022
Q4 		$672K Sell
9,815
-1,253
-11% -$90.4K 0.01% 774
2022
Q3 		$686K Sell
11,068
-119
-1% -$8.32K 0.01% 759
2022
Q2 		$636K Sell
11,187
-126
-1% -$8.71K 0.01% 794
2022
Q1 		$919K Buy
11,313
+6,260
+124% +$481K 0.01% 765
2021
Q4 		$411K Buy
+5,053
New +$411K 0.01% 1010

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Oppenheimer Asset Management's ARES Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Ares Management (ARES) stake by 11% in Q2 2026, buying an estimated $42.7K and bringing the position to 3,633 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Oppenheimer Asset Management first reported a position in ARES in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2023. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Oppenheimer Asset Management held 3,633 shares of Ares Management worth $404K as of Q2 2026.
  • Oppenheimer Asset Management bought 356 Ares Management shares in Q2 2026, an estimated $42.7K.
  • Ares Management made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #930 holding.
  • Oppenheimer Asset Management first reported a position in Ares Management in Q4 2021 and has held it in 19 quarters since.
  • Oppenheimer Asset Management's Ares Management position peaked at $1.16M in Q4 2023.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.