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Planning Strategies’s Ares Management ARES Stock Holding History

Planning Strategies’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 		$1.45K Buy
+13
New +$1.56K ﹤0.01% 666

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Planning Strategies's ARES Position: Q2 2026 in Review

Planning Strategies opened a new position in Ares Management (ARES) in Q2 2026: 13 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

754 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Planning Strategies held 13 shares of Ares Management worth $1.45K as of Q2 2026.
  • Ares Management was a new Planning Strategies position in Q2 2026.
  • Ares Management made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #666 holding.
  • 754 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.