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Quotient Wealth Partners’s Ares Management ARES Stock Holding History

Quotient 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 		$216K Sell
1,983
-398
-17% -$52.8K 0.01% 344
2025
Q4 		$385K Sell
2,381
-93
-4% -$14.5K 0.01% 241
2025
Q3 		$396K Sell
2,474
-206
-8% -$37.2K 0.01% 236
2025
Q2 		$464K Buy
2,680
+22
+0.8% +$3.48K 0.01% 198
2025
Q1 		$390K Sell
2,658
-548
-17% -$94.7K 0.01% 217
2024
Q4 		$568K Sell
3,206
-75
-2% -$12.8K 0.02% 154
2024
Q3 		$511K Sell
3,281
-181
-5% -$26.3K 0.02% 172
2024
Q2 		$461K Sell
3,462
-3,635
-51% -$496K 0.02% 181
2024
Q1 		$944K Sell
7,097
-2,044
-22% -$261K 0.03% 110
2023
Q4 		$1.09M Buy
+9,141
New +$993K 0.04% 112

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

Quotient Wealth Partners's ARES Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Ares Management (ARES) stake by 17% in Q1 2026, selling an estimated $52.8K and leaving 1,983 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #344.

Quotient Wealth Partners first reported a position in ARES in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2023. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Quotient Wealth Partners held 1,983 shares of Ares Management worth $216K as of Q1 2026.
  • Quotient Wealth Partners sold 398 Ares Management shares in Q1 2026, an estimated $52.8K.
  • Ares Management made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #344 holding.
  • Quotient Wealth Partners first reported a position in Ares Management in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Ares Management position peaked at $1.09M in Q4 2023.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.