RWB
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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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return