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Siligmueller & Norvid Wealth Advisors’s Ares Management ARES Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		– Sell
-37,403
Closed -$6.73M – 158
2025
Q2 		$6.73M Hold
37,403
– – 2.61% 10
2025
Q1 		$5.48M Hold
37,403
– – 2.32% 12
2024
Q4 		$6.62M Buy
+37,403
New +$6.38M 2.82% 8

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's ARES Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Ares Management (ARES) in Q3 2025, closing a stake of 37,403 shares — an estimated $6.73M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in ARES in Q4 2024 and held it in 3 quarters. The position peaked at $6.73M in Q2 2025. 774 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 37,403 Ares Management shares in Q3 2025, an estimated $6.73M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Ares Management in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Ares Management position peaked at $6.73M in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.