Plante Moran Financial Advisors’s Ares Management ARES Stock Holding History

Plante Moran Financial 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	$28.4K	Buy	255 +58	+29%	+$6.96K	﹤0.01%	423
2026 Q1	$21.5K	Sell	197 -350	-64%	-$46.4K	﹤0.01%	420
2025 Q4	$88.4K	Hold	547	–	–	0.01%	248
2025 Q3	$87.5K	Hold	547	–	–	0.01%	262
2025 Q2	$94.7K	Sell	547 -128	-19%	-$20.2K	0.01%	244
2025 Q1	$99K	Buy	675 +325	+93%	+$56.2K	0.01%	244
2024 Q4	$62K	Hold	350	–	–	0.01%	315
2024 Q3	$54.5K	Hold	350	–	–	﹤0.01%	374
2024 Q2	$46.6K	Buy	+350	New	+$47.8K	﹤0.01%	349
2022 Q3	–	Sell	-59	Closed	-$3K	–	853
2022 Q2	$3K	Buy	+59	New	+$4.08K	﹤0.01%	755

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Plante Moran Financial Advisors's ARES Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Ares Management (ARES) stake by 29% in Q2 2026, buying an estimated $6.96K and bringing the position to 255 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Plante Moran Financial Advisors first reported a position in ARES in Q2 2022 and has held it in 10 quarters since. The position peaked at $99K in Q1 2025. 412 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Plante Moran Financial Advisors held 255 shares of Ares Management worth $28.4K as of Q2 2026.
Plante Moran Financial Advisors bought 58 Ares Management shares in Q2 2026, an estimated $6.96K.
Ares Management made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #423 holding.
Plante Moran Financial Advisors first reported a position in Ares Management in Q2 2022 and has held it in 10 quarters since.
Plante Moran Financial Advisors's Ares Management position peaked at $99K in Q1 2025.
412 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.