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Spire Wealth Management’s Ares Management ARES Stock Holding History

Spire 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
Q2 		$215K Sell
1,935
-2,605
-57% -$313K 0.01% 760
2026
Q1 		$495K Sell
4,540
-295
-6% -$39.1K 0.02% 543
2025
Q4 		$782K Buy
4,835
+1,398
+41% +$218K 0.03% 444
2025
Q3 		$550K Buy
3,437
+772
+29% +$139K 0.02% 501
2025
Q2 		$462K Sell
2,665
-2,363
-47% -$374K 0.02% 528
2025
Q1 		$737K Buy
5,028
+123
+3% +$21.3K 0.02% 470
2024
Q4 		$868K Buy
4,905
+77
+2% +$13.1K 0.03% 426
2024
Q3 		$752K Buy
4,828
+472
+11% +$68.5K 0.03% 436
2024
Q2 		$581K Buy
4,356
+1,981
+83% +$271K 0.02% 459
2024
Q1 		$316K Buy
2,375
+1,095
+86% +$140K 0.01% 647
2023
Q4 		$149K Buy
1,280
+1,272
+15,900% +$138K ﹤0.01% 856
2023
Q3 		$823 Buy
+8
New +$809 ﹤0.01% 2285
2023
Q2 		– Sell
-344
Closed -$28.7K – 2393
2023
Q1 		$28.7K Hold
344
– – ﹤0.01% 1450
2022
Q4 		$24K Buy
+344
New +$24.8K ﹤0.01% 1291
2022
Q3 		– Sell
-1,344
Closed -$76K – 2186
2022
Q2 		$76K Sell
1,344
-5,287
-80% -$366K ﹤0.01% 1131
2022
Q1 		$539K Sell
6,631
-1,700
-20% -$131K 0.01% 552
2021
Q4 		$677K Buy
8,331
+646
+8% +$52.6K 0.02% 601
2021
Q3 		$567K Sell
7,685
-893
-10% -$64.3K 0.02% 555
2021
Q2 		$545K Sell
8,578
-1,583
-16% -$88.5K 0.01% 584
2021
Q1 		$566K Buy
+10,161
New +$511K 0.02% 625

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Spire Wealth Management's ARES Position: Q2 2026 in Review

Spire Wealth Management reduced its Ares Management (ARES) stake by 57% in Q2 2026, selling an estimated $313K and leaving 1,935 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #760.

Spire Wealth Management first reported a position in ARES in Q1 2021 and has held it in 20 quarters since. The position peaked at $868K in Q4 2024. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Spire Wealth Management held 1,935 shares of Ares Management worth $215K as of Q2 2026.
  • Spire Wealth Management sold 2,605 Ares Management shares in Q2 2026, an estimated $313K.
  • Ares Management made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #760 holding.
  • Spire Wealth Management first reported a position in Ares Management in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Ares Management position peaked at $868K in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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