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Private Wealth Partners’s Ares Management ARES Stock Holding History

Private 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
2025
Q4 		– Sell
-5,640
Closed -$902K – 173
2025
Q3 		$902K Hold
5,640
– – 0.06% 100
2025
Q2 		$977K Buy
+5,640
New +$892K 0.08% 95

Other funds holding ARES

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Private Wealth Partners's ARES Position: Q4 2025 in Review

Private Wealth Partners sold out of Ares Management (ARES) in Q4 2025, closing a stake of 5,640 shares — an estimated $902K sold.

Private Wealth Partners first reported a position in ARES in Q2 2025 and held it in 2 quarters. The position peaked at $977K in Q2 2025. 829 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Private Wealth Partners reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Partners sold 5,640 Ares Management shares in Q4 2025, an estimated $902K.
  • Private Wealth Partners first reported a position in Ares Management in Q2 2025 and held it in 2 quarters.
  • Private Wealth Partners's Ares Management position peaked at $977K in Q2 2025.
  • 829 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Private Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.