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Redmont Wealth Advisors’s Ares Management ARES Stock Holding History

Redmont Wealth Advisors’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
-252
Closed -$40.3K – 309
2025
Q3 		$40.3K Hold
252
– – 0.06% 109
2025
Q2 		$43.6K Buy
252
+61
+32% +$9.65K 0.06% 103
2025
Q1 		$28K Buy
+191
New +$33K 0.05% 90
2024
Q4 		– Sell
-111
Closed -$17.3K – 83
2024
Q3 		$17.3K Hold
111
– – 0.03% 146
2024
Q2 		$14.8K Buy
+111
New +$15.2K 0.02% 154

Other funds holding ARES

Vanguard Group
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 $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Redmont Wealth Advisors's ARES Position: Q4 2025 in Review

Redmont Wealth Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 252 shares — an estimated $40.3K sold.

Redmont Wealth Advisors first reported a position in ARES in Q2 2024 and held it in 5 quarters. The position peaked at $43.6K in Q2 2025. 831 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Redmont Wealth Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Redmont Wealth Advisors sold 252 Ares Management shares in Q4 2025, an estimated $40.3K.
  • Redmont Wealth Advisors first reported a position in Ares Management in Q2 2024 and held it in 5 quarters.
  • Redmont Wealth Advisors's Ares Management position peaked at $43.6K in Q2 2025.
  • 831 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.