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 Q3	–	Sell	-2,345	Closed	-$261K	–	381
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

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

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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Premier Path Wealth Partners's ARES Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Ares Management (ARES) in Q3 2026, closing a stake of 2,345 shares — an estimated $261K sold.

Premier Path Wealth Partners first reported a position in ARES in Q4 2023 and held it in 11 quarters. The position peaked at $549K in Q2 2025. 139 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Premier Path Wealth Partners reported no remaining Ares Management position as of Q3 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 2,345 Ares Management shares in Q3 2026, an estimated $261K.
Premier Path Wealth Partners first reported a position in Ares Management in Q4 2023 and held it in 11 quarters.
Premier Path Wealth Partners's Ares Management position peaked at $549K in Q2 2025.
139 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.