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 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 $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

Stone Summit Wealth's ARES Position: Q1 2026 in Review

Stone Summit Wealth reduced its Ares Management (ARES) stake by 3.8% in Q1 2026, selling an estimated $16.6K and leaving 3,150 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #116.

Stone Summit Wealth first reported a position in ARES in Q2 2022 and has held it in 16 quarters since. The position peaked at $593K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Stone Summit Wealth held 3,150 shares of Ares Management worth $344K as of Q1 2026.
Stone Summit Wealth sold 125 Ares Management shares in Q1 2026, an estimated $16.6K.
Ares Management made up 0.1% of Stone Summit Wealth's portfolio in Q1 2026, its #116 holding.
Stone Summit Wealth first reported a position in Ares Management in Q2 2022 and has held it in 16 quarters since.
Stone Summit Wealth's Ares Management position peaked at $593K in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.