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Premier Path Wealth Partners’s Ares Management ARES Stock Holding History

Premier Path Wealth Partners’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
Q1 		$279K Sell
2,558
-447
-15% -$59.3K 0.04% 356
2025
Q4 		$486K Sell
3,005
-48
-2% -$7.48K 0.06% 255
2025
Q3 		$488K Sell
3,053
-119
-4% -$21.5K 0.06% 264
2025
Q2 		$549K Buy
3,172
+49
+2% +$7.75K 0.08% 234
2025
Q1 		$458K Buy
3,123
+324
+12% +$56K 0.07% 241
2024
Q4 		$496K Buy
2,799
+64
+2% +$10.9K 0.08% 235
2024
Q3 		$426K Sell
2,735
-139
-5% -$20.2K 0.07% 252
2024
Q2 		$383K Buy
2,874
+400
+16% +$54.6K 0.07% 260
2024
Q1 		$329K Buy
2,474
+30
+1% +$3.83K 0.06% 261
2023
Q4 		$291K Buy
+2,444
New +$265K 0.06% 267

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Premier Path Wealth Partners's ARES Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Ares Management (ARES) stake by 15% in Q1 2026, selling an estimated $59.3K and leaving 2,558 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #356.

Premier Path Wealth Partners first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $549K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Premier Path Wealth Partners held 2,558 shares of Ares Management worth $279K as of Q1 2026.
  • Premier Path Wealth Partners sold 447 Ares Management shares in Q1 2026, an estimated $59.3K.
  • Ares Management made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #356 holding.
  • Premier Path Wealth Partners first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's Ares Management position peaked at $549K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.