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Sage Advisors’s Ares Management ARES Stock Holding History

Sage 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 		$543K Buy
3,360
+165
+5% +$25.7K 0.36% 36
2025
Q3 		$511K Sell
3,195
-656
-17% -$118K 0.37% 27
2025
Q2 		$667K Sell
3,851
-360
-9% -$56.9K 0.48% 21
2025
Q1 		$617K Buy
4,211
+2,740
+186% +$473K 0.43% 21
2024
Q4 		$260K Buy
+1,471
New +$251K 0.19% 25

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sage Advisors's ARES Position: Q4 2025 in Review

Sage Advisors increased its Ares Management (ARES) stake by 5.2% in Q4 2025, buying an estimated $25.7K and bringing the position to 3,360 shares worth $543K. The position accounts for 0.36% of the portfolio, ranked #36.

Sage Advisors first reported a position in ARES in Q4 2024 and has held it in 5 quarters since. The position peaked at $667K in Q2 2025. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Sage Advisors held 3,360 shares of Ares Management worth $543K as of Q4 2025.
  • Sage Advisors bought 165 Ares Management shares in Q4 2025, an estimated $25.7K.
  • Ares Management made up 0.36% of Sage Advisors's portfolio in Q4 2025, its #36 holding.
  • Sage Advisors first reported a position in Ares Management in Q4 2024 and has held it in 5 quarters since.
  • Sage Advisors's Ares Management position peaked at $667K in Q2 2025.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.