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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
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 $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
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

Oppenheimer Asset Management's ARES Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its Ares Management (ARES) stake by 43% in Q1 2026, selling an estimated $332K and leaving 3,277 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Oppenheimer Asset Management first reported a position in ARES in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2023. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Oppenheimer Asset Management held 3,277 shares of Ares Management worth $358K as of Q1 2026.
  • Oppenheimer Asset Management sold 2,504 Ares Management shares in Q1 2026, an estimated $332K.
  • Ares Management made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #944 holding.
  • Oppenheimer Asset Management first reported a position in Ares Management in Q4 2021 and has held it in 18 quarters since.
  • Oppenheimer Asset Management's Ares Management position peaked at $1.16M in Q4 2023.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.