Stone Summit Wealth’s Ares Management ARES Stock Holding History

Stone Summit Wealth’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	$345K	Sell	3,100 -50	-2%	-$6K	0.09%	121
2026 Q1	$344K	Sell	3,150 -125	-4%	-$16.6K	0.1%	116
2025 Q4	$529K	Hold	3,275	–	–	0.14%	94
2025 Q3	$524K	Hold	3,275	–	–	0.15%	97
2025 Q2	$567K	Sell	3,275 -25	-0.8%	-$3.95K	0.18%	92
2025 Q1	$484K	Sell	3,300 -50	-1%	-$8.64K	0.16%	99
2024 Q4	$593K	Hold	3,350	–	–	0.2%	87
2024 Q3	$522K	Hold	3,350	–	–	0.17%	98
2024 Q2	$446K	Sell	3,350 -50	-1%	-$6.83K	0.16%	102
2024 Q1	$452K	Sell	3,400 -200	-6%	-$25.5K	0.16%	102
2023 Q4	$428K	Hold	3,600	–	–	0.16%	108
2023 Q3	$370K	Hold	3,600	–	–	0.16%	111
2023 Q2	$347K	Hold	3,600	–	–	0.14%	110
2023 Q1	$300K	Sell	3,600 -448	-11%	-$35.6K	0.13%	113
2022 Q4	$277K	Hold	4,048	–	–	0.14%	118
2022 Q3	$251K	Hold	4,048	–	–	0.15%	118
2022 Q2	$230K	Buy	+4,048	New	+$280K	0.14%	121

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Stone Summit Wealth's ARES Position: Q2 2026 in Review

Stone Summit Wealth reduced its Ares Management (ARES) stake by 1.6% in Q2 2026, selling an estimated $6K and leaving 3,100 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #121.

Stone Summit Wealth first reported a position in ARES in Q2 2022 and has held it in 17 quarters since. The position peaked at $593K in Q4 2024. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Stone Summit Wealth held 3,100 shares of Ares Management worth $345K as of Q2 2026.
Stone Summit Wealth sold 50 Ares Management shares in Q2 2026, an estimated $6K.
Ares Management made up 0.09% of Stone Summit Wealth's portfolio in Q2 2026, its #121 holding.
Stone Summit Wealth first reported a position in Ares Management in Q2 2022 and has held it in 17 quarters since.
Stone Summit Wealth's Ares Management position peaked at $593K in Q4 2024.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.