Quotient Wealth Partners
ARES icon

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
Q3 		$207K Sell
1,779
-39
-2% -$5.1K ﹤0.01% 422
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Quotient Wealth Partners's ARES Position: Q3 2026 in Review

Quotient Wealth Partners reduced its Ares Management (ARES) stake by 2.1% in Q3 2026, selling an estimated $5.1K and leaving 1,779 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Quotient Wealth Partners first reported a position in ARES in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q4 2023. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Quotient Wealth Partners held 1,779 shares of Ares Management worth $207K as of Q3 2026.
  • Quotient Wealth Partners sold 39 Ares Management shares in Q3 2026, an estimated $5.1K.
  • Ares Management made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q3 2026, its #422 holding.
  • Quotient Wealth Partners first reported a position in Ares Management in Q4 2023 and has held it in 12 quarters since.
  • Quotient Wealth Partners's Ares Management position peaked at $1.09M in Q4 2023.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.