Physician Wealth Advisors’s Ares Management ARES Stock Holding History

Physician Wealth Advisors’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	$10.4K	Buy	93 +7	+8%	+$840	﹤0.01%	867
2026 Q1	$9.38K	Buy	86 +1	+1%	+$133	﹤0.01%	818
2025 Q4	$13.7K	Buy	85 +69	+431%	+$10.7K	﹤0.01%	681
2025 Q3	$2.56K	Buy	16 +3	+23%	+$541	﹤0.01%	1120
2025 Q2	$2.25K	Buy	+13	New	+$2.06K	﹤0.01%	1004

Other funds holding ARES

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Physician Wealth Advisors's ARES Position: Q2 2026 in Review

Physician Wealth Advisors increased its Ares Management (ARES) stake by 8.1% in Q2 2026, buying an estimated $840 and bringing the position to 93 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Physician Wealth Advisors first reported a position in ARES in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.7K in Q4 2025. 137 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Physician Wealth Advisors held 93 shares of Ares Management worth $10.4K as of Q2 2026.
Physician Wealth Advisors bought 7 Ares Management shares in Q2 2026, an estimated $840.
Ares Management made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #867 holding.
Physician Wealth Advisors first reported a position in Ares Management in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Ares Management position peaked at $13.7K in Q4 2025.
137 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.