Phillips Wealth Planners’s Ares Management ARES Stock Holding History

Phillips Wealth Planners’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 Q3	–	Sell	-1,321	Closed	-$231K	–	202
2025 Q2	$231K	Buy	+1,321	New	+$209K	0.21%	164
2025 Q1	–	Sell	-1,316	Closed	-$230K	–	175
2024 Q4	$230K	Buy	1,316 +35	+3%	+$5.97K	0.23%	155
2024 Q3	$209K	Buy	+1,281	New	+$186K	0.2%	183

Other funds holding ARES

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 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Wealth Planners's ARES Position: Q3 2025 in Review

Phillips Wealth Planners sold out of Ares Management (ARES) in Q3 2025, closing a stake of 1,321 shares — an estimated $231K sold.

Phillips Wealth Planners first reported a position in ARES in Q3 2024 and held it in 3 quarters. The position peaked at $231K in Q2 2025. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

Phillips Wealth Planners reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
Phillips Wealth Planners sold 1,321 Ares Management shares in Q3 2025, an estimated $231K.
Phillips Wealth Planners first reported a position in Ares Management in Q3 2024 and held it in 3 quarters.
Phillips Wealth Planners's Ares Management position peaked at $231K in Q2 2025.
774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Phillips Wealth Planners's 13F filing for Q3 2025, filed 7 Nov 2025.