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Principia Wealth Advisory’s Ares Management ARES Stock Holding History

Principia Wealth Advisory’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 		$2.45K Buy
22
+7
+47% +$840 ﹤0.01% 534
2026
Q1 		$1.64K Buy
15
+4
+36% +$531 ﹤0.01% 571
2025
Q4 		$1.78K Buy
11
+7
+175% +$1.09K ﹤0.01% 492
2025
Q3 		$640 Buy
4
+1
+33% +$180 ﹤0.01% 747
2025
Q2 		$520 Sell
3
-6
-67% -$949 ﹤0.01% 724
2025
Q1 		$1.28K Buy
9
+5
+125% +$864 ﹤0.01% 354
2024
Q4 		$708 Buy
+4
New +$682 ﹤0.01% 443

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Principia Wealth Advisory's ARES Position: Q2 2026 in Review

Principia Wealth Advisory increased its Ares Management (ARES) stake by 47% in Q2 2026, buying an estimated $840 and bringing the position to 22 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Principia Wealth Advisory first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Principia Wealth Advisory held 22 shares of Ares Management worth $2.45K as of Q2 2026.
  • Principia Wealth Advisory bought 7 Ares Management shares in Q2 2026, an estimated $840.
  • Ares Management made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #534 holding.
  • Principia Wealth Advisory first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.