Orion Portfolio Solutions’s Ares Management ARES Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.22M	Sell	8,305 -2,340	-22%	-$404K	0.01%	975
2024 Q4	$1.88M	Sell	10,645 -501	-4%	-$85.5K	0.02%	733
2024 Q3	$1.74M	Buy	11,146 +1,249	+13%	+$181K	0.02%	763
2024 Q2	$1.32M	Sell	9,897 -1,268	-11%	-$173K	0.01%	848
2024 Q1	$1.48M	Sell	11,165 -13,345	-54%	-$1.7M	0.02%	800
2023 Q4	$2.92M	Sell	24,510 -2,124	-8%	-$231K	0.03%	454
2023 Q3	$2.74M	Sell	26,634 -1,925	-7%	-$195K	0.03%	479
2023 Q2	$2.75M	Sell	28,559 -1,209	-4%	-$105K	0.03%	513
2023 Q1	$2.48M	Buy	+29,768	New	+$2.37M	0.03%	508

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SMFG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Orion Portfolio Solutions's ARES Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Ares Management (ARES) stake by 22% in Q1 2025, selling an estimated $404K and leaving 8,305 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #975.

Orion Portfolio Solutions first reported a position in ARES in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.92M in Q4 2023. 739 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Orion Portfolio Solutions held 8,305 shares of Ares Management worth $1.22M as of Q1 2025.
Orion Portfolio Solutions sold 2,340 Ares Management shares in Q1 2025, an estimated $404K.
Ares Management made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #975 holding.
Orion Portfolio Solutions first reported a position in Ares Management in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Ares Management position peaked at $2.92M in Q4 2023.
739 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.