Smartleaf Asset Management’s Ares Management ARES Stock Holding History

Smartleaf Asset 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	$110K	Sell	1,025 -685	-40%	-$90.9K	﹤0.01%	1060
2025 Q4	$279K	Buy	1,710 +58	+4%	+$9.04K	0.01%	670
2025 Q3	$270K	Buy	1,652 +675	+69%	+$122K	0.02%	632
2025 Q2	$169K	Buy	977 +231	+31%	+$36.5K	0.01%	630
2025 Q1	$108K	Buy	746 +62	+9%	+$10.7K	0.01%	799
2024 Q4	$123K	Buy	684 +164	+32%	+$28K	0.01%	743
2024 Q3	$81.7K	Buy	520 +276	+113%	+$40K	0.01%	770
2024 Q2	$33.3K	Buy	244 +106	+77%	+$14.5K	0.01%	851
2024 Q1	$18.5K	Buy	+138	New	+$17.6K	﹤0.01%	872

Other funds holding ARES

BlackRock New York $5.72T AUM 30.48% 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smartleaf Asset Management's ARES Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Ares Management (ARES) stake by 40% in Q1 2026, selling an estimated $90.9K and leaving 1,025 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Smartleaf Asset Management first reported a position in ARES in Q1 2024 and has held it in 9 quarters since. The position peaked at $279K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Smartleaf Asset Management held 1,025 shares of Ares Management worth $110K as of Q1 2026.
Smartleaf Asset Management sold 685 Ares Management shares in Q1 2026, an estimated $90.9K.
Ares Management made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1060 holding.
Smartleaf Asset Management first reported a position in Ares Management in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Ares Management position peaked at $279K in Q4 2025.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.