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 Q3	$360K	Hold	3,100	–	–	0.1%	114
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

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Stone Summit Wealth's ARES Position: Q3 2026 in Review

Stone Summit Wealth held its Ares Management (ARES) position steady in Q3 2026 at 3,100 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #114.

Stone Summit Wealth first reported a position in ARES in Q2 2022 and has held it in 18 quarters since. The position peaked at $593K in Q4 2024. 118 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Stone Summit Wealth held 3,100 shares of Ares Management worth $360K as of Q3 2026.
Stone Summit Wealth left its Ares Management share count unchanged in Q3 2026.
Ares Management made up 0.1% of Stone Summit Wealth's portfolio in Q3 2026, its #114 holding.
Stone Summit Wealth first reported a position in Ares Management in Q2 2022 and has held it in 18 quarters since.
Stone Summit Wealth's Ares Management position peaked at $593K in Q4 2024.
118 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.