Running Point Capital Advisors’s Ares Management ARES Stock Holding History

Running Point Capital 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	$5.27M	Sell	32,588 -1,365	-4%	-$213K	1.44%	20
2025 Q3	$5.43M	Sell	33,953 -5,614	-14%	-$1.01M	1.45%	16
2025 Q2	$6.85M	Sell	39,567 -5,819	-13%	-$920K	1.89%	14
2025 Q1	$6.65M	Buy	45,386 +8,977	+25%	+$1.55M	2.11%	13
2024 Q4	$6.45M	Hold	36,409	–	–	2.21%	12
2024 Q3	$5.67M	Hold	36,409	–	–	2.19%	14
2024 Q2	$4.85M	Buy	36,409 +7,787	+27%	+$1.06M	2.01%	15
2024 Q1	$3.81M	Buy	28,622 +16,438	+135%	+$2.1M	1.7%	18
2023 Q4	$1.45M	Sell	12,184 -1,160	-9%	-$126K	0.71%	37
2023 Q3	$1.37M	Hold	13,344	–	–	0.8%	26
2023 Q2	$1.29M	Hold	13,344	–	–	0.72%	28
2023 Q1	$1.11M	Buy	13,344 +10	+0.1%	+$795	0.67%	31
2022 Q4	$913K	Sell	13,334 -4,000	-23%	-$289K	0.56%	35
2022 Q3	$1.07M	Sell	17,334 -4,000	-19%	-$280K	0.71%	31
2022 Q2	$1.21M	Buy	+21,334	New	+$1.48M	0.78%	24

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Running Point Capital Advisors's ARES Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Ares Management (ARES) stake by 4% in Q4 2025, selling an estimated $213K and leaving 32,588 shares worth $5.27M. The position accounts for 1.44% of the portfolio, ranked #20.

Running Point Capital Advisors first reported a position in ARES in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.85M in Q2 2025. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Running Point Capital Advisors held 32,588 shares of Ares Management worth $5.27M as of Q4 2025.
Running Point Capital Advisors sold 1,365 Ares Management shares in Q4 2025, an estimated $213K.
Ares Management made up 1.44% of Running Point Capital Advisors's portfolio in Q4 2025, its #20 holding.
Running Point Capital Advisors first reported a position in Ares Management in Q2 2022 and has held it in 15 quarters since.
Running Point Capital Advisors's Ares Management position peaked at $6.85M in Q2 2025.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.