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SHP Wealth Management’s Ares Management ARES Stock Holding History

SHP Wealth Management’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 		$3.92K Sell
36
-21
-37% -$2.79K ﹤0.01% 1123
2025
Q4 		$9.19K Buy
+57
New +$8.88K ﹤0.01% 853

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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 $3.37T AUM 44.26% 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

SHP Wealth Management's ARES Position: Q1 2026 in Review

SHP Wealth Management reduced its Ares Management (ARES) stake by 37% in Q1 2026, selling an estimated $2.79K and leaving 36 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

SHP Wealth Management first reported a position in ARES in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.19K in Q4 2025. 798 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • SHP Wealth Management held 36 shares of Ares Management worth $3.92K as of Q1 2026.
  • SHP Wealth Management sold 21 Ares Management shares in Q1 2026, an estimated $2.79K.
  • Ares Management made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1123 holding.
  • SHP Wealth Management first reported a position in Ares Management in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Ares Management position peaked at $9.19K in Q4 2025.
  • 798 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.