Secure Asset Management’s Ares Management ARES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.85M Sell
16,647
-150
-0.9% -$18K 0.26% 100
2026
Q1
$1.83M Buy
+16,797
New +$2.23M 0.29% 94
2025
Q4
Sell
-8,329
Closed -$1.28M 345
2025
Q3
$1.28M Buy
8,329
+70
+0.8% +$12.6K 0.21% 112
2025
Q2
$1.43M Buy
8,259
+1,524
+23% +$241K 0.26% 95
2025
Q1
$987K Buy
6,735
+342
+5% +$59.1K 0.2% 123
2024
Q4
$1.13M Sell
6,393
-405
-6% -$69.1K 0.17% 124
2024
Q3
$1.06M Buy
6,798
+216
+3% +$31.3K 0.18% 129
2024
Q2
$877K Buy
+6,582
New +$899K 0.17% 126

Other funds holding ARES

Secure Asset Management's ARES Position: Q2 2026 in Review

Secure Asset Management reduced its Ares Management (ARES) stake by 0.89% in Q2 2026, selling an estimated $18K and leaving 16,647 shares worth $1.85M. The position accounts for 0.26% of the portfolio, ranked #100.

Secure Asset Management first reported a position in ARES in Q2 2024 and has held it in 8 quarters since. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Secure Asset Management held 16,647 shares of Ares Management worth $1.85M as of Q2 2026.
  • Secure Asset Management sold 150 Ares Management shares in Q2 2026, an estimated $18K.
  • Ares Management made up 0.26% of Secure Asset Management's portfolio in Q2 2026, its #100 holding.
  • Secure Asset Management first reported a position in Ares Management in Q2 2024 and has held it in 8 quarters since.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.