Portside Wealth Group’s Ares Management ARES Stock Holding History

Portside Wealth Group’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 Q3	$716K	Sell	6,166 -18	-0.3%	-$2.35K	0.08%	232
2026 Q2	$688K	Buy	6,184 +1,291	+26%	+$155K	0.08%	240
2026 Q1	$534K	Sell	4,893 -821	-14%	-$109K	0.07%	247
2025 Q4	$924K	Sell	5,714 -1,806	-24%	-$281K	0.12%	180
2025 Q3	$1.2M	Buy	7,520 +15	+0.2%	+$2.71K	0.17%	141
2025 Q2	$1.3M	Sell	7,505 -315	-4%	-$49.8K	0.19%	118
2025 Q1	$1.15M	Buy	7,820 +476	+6%	+$82.2K	0.19%	121
2024 Q4	$1.3M	Buy	7,344 +26	+0.4%	+$4.44K	0.22%	103
2024 Q3	$1.14M	Sell	7,318 -108	-1%	-$15.7K	0.19%	120
2024 Q2	$990K	Buy	7,426 +57	+0.8%	+$7.78K	0.19%	123
2024 Q1	$980K	Sell	7,369 -1,780	-19%	-$227K	0.18%	130
2023 Q4	$1.09M	Sell	9,149 -644	-7%	-$69.9K	0.2%	120
2023 Q3	$1.01M	Sell	9,793 -28	-0.3%	-$2.83K	0.19%	116
2023 Q2	$946K	Buy	+9,821	New	+$849K	0.18%	132

Other funds holding ARES

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Portside Wealth Group's ARES Position: Q3 2026 in Review

Portside Wealth Group reduced its Ares Management (ARES) stake by 0.29% in Q3 2026, selling an estimated $2.35K and leaving 6,166 shares worth $716K. The position accounts for 0.08% of the portfolio, ranked #232.

Portside Wealth Group first reported a position in ARES in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q4 2024. 176 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Portside Wealth Group held 6,166 shares of Ares Management worth $716K as of Q3 2026.
Portside Wealth Group sold 18 Ares Management shares in Q3 2026, an estimated $2.35K.
Ares Management made up 0.08% of Portside Wealth Group's portfolio in Q3 2026, its #232 holding.
Portside Wealth Group first reported a position in Ares Management in Q2 2023 and has held it in 14 quarters since.
Portside Wealth Group's Ares Management position peaked at $1.3M in Q4 2024.
176 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.