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 Q2	$261K	Sell	2,345 -213	-8%	-$25.6K	0.03%	374
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Premier Path Wealth Partners's ARES Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Ares Management (ARES) stake by 8.3% in Q2 2026, selling an estimated $25.6K and leaving 2,345 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #374.

Premier Path Wealth Partners first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Premier Path Wealth Partners held 2,345 shares of Ares Management worth $261K as of Q2 2026.
Premier Path Wealth Partners sold 213 Ares Management shares in Q2 2026, an estimated $25.6K.
Ares Management made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #374 holding.
Premier Path Wealth Partners first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Ares Management position peaked at $549K in Q2 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.