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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
Q2 		$202K Sell
1,818
-165
-8% -$19.8K ﹤0.01% 390
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 $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

Quotient Wealth Partners's ARES Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Ares Management (ARES) stake by 8.3% in Q2 2026, selling an estimated $19.8K and leaving 1,818 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Quotient Wealth Partners first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Quotient Wealth Partners held 1,818 shares of Ares Management worth $202K as of Q2 2026.
  • Quotient Wealth Partners sold 165 Ares Management shares in Q2 2026, an estimated $19.8K.
  • Ares Management made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #390 holding.
  • Quotient Wealth Partners first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Ares Management position peaked at $1.09M in Q4 2023.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.