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Relyea Zuckerberg Hanson’s Ares Management ARES Stock Holding History

Relyea Zuckerberg Hanson’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 		– Sell
-3,634
Closed -$396K – 304
2026
Q1 		$396K Sell
3,634
-2,145
-37% -$285K 0.04% 185
2025
Q4 		$934K Buy
5,779
+15
+0.3% +$2.34K 0.09% 105
2025
Q3 		$922K Buy
5,764
+310
+6% +$55.9K 0.1% 107
2025
Q2 		$945K Buy
5,454
+27
+0.5% +$4.27K 0.11% 102
2025
Q1 		$796K Buy
5,427
+287
+6% +$49.6K 0.11% 107
2024
Q4 		$910K Buy
+5,140
New +$877K 0.12% 96

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

Relyea Zuckerberg Hanson's ARES Position: Q2 2026 in Review

Relyea Zuckerberg Hanson sold out of Ares Management (ARES) in Q2 2026, closing a stake of 3,634 shares — an estimated $396K sold.

Relyea Zuckerberg Hanson first reported a position in ARES in Q4 2024 and held it in 6 quarters. The position peaked at $945K in Q2 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Relyea Zuckerberg Hanson reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 3,634 Ares Management shares in Q2 2026, an estimated $396K.
  • Relyea Zuckerberg Hanson first reported a position in Ares Management in Q4 2024 and held it in 6 quarters.
  • Relyea Zuckerberg Hanson's Ares Management position peaked at $945K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.