RWB
ARES icon

RMR Wealth Builders’s Ares Management ARES Stock Holding History

RMR Wealth Builders’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 		– Sell
-1,698
Closed -$274K – 278
2025
Q4 		$274K Sell
1,698
-75
-4% -$11.7K 0.02% 238
2025
Q3 		$283K Buy
1,773
+99
+6% +$17.9K 0.02% 237
2025
Q2 		$290K Buy
1,674
+154
+10% +$24.4K 0.03% 233
2025
Q1 		$223K Buy
1,520
+9
+0.6% +$1.55K 0.02% 240
2024
Q4 		$267K Buy
1,511
+7
+0.5% +$1.19K 0.03% 218
2024
Q3 		$234K Buy
+1,504
New +$218K 0.02% 232
2021
Q2 		– Sell
-1,595
Closed -$89K – 209
2021
Q1 		$89K Buy
1,595
+926
+138% +$46.6K 0.02% 283
2020
Q4 		$31K Buy
+669
New +$30.3K 0.02% 305
2020
Q3 		– Sell
-152
Closed -$6K – 242
2020
Q2 		$6K Buy
+152
New +$5.37K 0.01% 368
2019
Q4 		$36K Buy
+1,000
New +$31.1K 0.03% 257

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMR Wealth Builders's ARES Position: Q1 2026 in Review

RMR Wealth Builders sold out of Ares Management (ARES) in Q1 2026, closing a stake of 1,698 shares — an estimated $274K sold.

RMR Wealth Builders first reported a position in ARES in Q4 2019 and held it in 10 quarters. The position peaked at $290K in Q2 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • RMR Wealth Builders reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 1,698 Ares Management shares in Q1 2026, an estimated $274K.
  • RMR Wealth Builders first reported a position in Ares Management in Q4 2019 and held it in 10 quarters.
  • RMR Wealth Builders's Ares Management position peaked at $290K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.