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Sage Mountain Advisors’s Ares Management ARES Stock Holding History

Sage Mountain 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 		– Sell
-1,389
Closed -$222K – 565
2025
Q3 		$222K Buy
+1,389
New +$251K 0.01% 441

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 Mountain Advisors's ARES Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Ares Management (ARES) in Q4 2025, closing a stake of 1,389 shares — an estimated $222K sold.

Sage Mountain Advisors first reported a position in ARES in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,389 Ares Management shares in Q4 2025, an estimated $222K.
  • Sage Mountain Advisors first reported a position in Ares Management in Q3 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's Ares Management position peaked at $222K in Q3 2025.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.