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Parkworth Wealth Management’s Ares Management ARES Stock Holding History

Parkworth Wealth 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
2025
Q2 		$693 Buy
4
+2
+100% +$316 ﹤0.01% 533
2025
Q1 		$293 Hold
2
– – ﹤0.01% 604
2024
Q4 		$354 Buy
+2
New +$341 ﹤0.01% 543

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parkworth Wealth Management's ARES Position: Q2 2025 in Review

Parkworth Wealth Management increased its Ares Management (ARES) stake by 100% in Q2 2025, buying an estimated $316 and bringing the position to 4 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Parkworth Wealth Management first reported a position in ARES in Q4 2024 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Ares Management worth $693 as of Q2 2025.
  • Parkworth Wealth Management bought 2 Ares Management shares in Q2 2025, an estimated $316.
  • Ares Management made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #533 holding.
  • Parkworth Wealth Management first reported a position in Ares Management in Q4 2024 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.