Strategic Blueprint
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Strategic Blueprint’s Ares Management ARES Stock Holding History

Strategic Blueprint’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 		– Sell
-5,204
Closed -$579K – 679
2026
Q2 		$579K Sell
5,204
-8
-0.2% -$960 0.03% 426
2026
Q1 		$569K Buy
5,212
+929
+22% +$123K 0.03% 392
2025
Q4 		$692K Buy
4,283
+43
+1% +$6.7K 0.04% 336
2025
Q3 		$678K Sell
4,240
-144
-3% -$26K 0.03% 416
2025
Q2 		$759K Sell
4,384
-564
-11% -$89.2K 0.04% 355
2025
Q1 		$725K Buy
4,948
+238
+5% +$41.1K 0.04% 346
2024
Q4 		$834K Sell
4,710
-328
-7% -$56K 0.05% 301
2024
Q3 		$785K Sell
5,038
-5
-0.1% -$725 0.05% 302
2024
Q2 		$672K Sell
5,043
-749
-13% -$102K 0.05% 314
2024
Q1 		$770K Buy
5,792
+6
+0.1% +$766 0.05% 292
2023
Q4 		$688K Sell
5,786
-1,235
-18% -$134K 0.06% 294
2023
Q3 		$722K Sell
7,021
-100
-1% -$10.1K 0.07% 270
2023
Q2 		$686K Sell
7,121
-292
-4% -$25.2K 0.07% 255
2023
Q1 		$619K Sell
7,413
-6
-0.1% -$477 0.06% 271
2022
Q4 		$508K Sell
7,419
-222
-3% -$16K 0.06% 292
2022
Q3 		$473K Buy
7,641
+6
+0.1% +$419 0.06% 288
2022
Q2 		$434K Buy
7,635
+31
+0.4% +$2.14K 0.05% 299
2022
Q1 		$618K Sell
7,604
-898
-11% -$69K 0.07% 248
2021
Q4 		$691K Sell
8,502
-2,104
-20% -$171K 0.09% 216
2021
Q3 		$783K Buy
10,606
+118
+1% +$8.5K 0.12% 172
2021
Q2 		$667K Buy
10,488
+227
+2% +$12.7K 0.1% 195
2021
Q1 		$575K Buy
10,261
+286
+3% +$14.4K 0.12% 152
2020
Q4 		$469K Buy
9,975
+2,103
+27% +$95.1K 0.12% 148
2020
Q3 		$318K Buy
+7,872
New +$314K 0.1% 169

Other funds holding ARES

Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.57B AUM 5.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Strategic Blueprint's ARES Position: Q3 2026 in Review

Strategic Blueprint sold out of Ares Management (ARES) in Q3 2026, closing a stake of 5,204 shares — an estimated $579K sold.

Strategic Blueprint first reported a position in ARES in Q3 2020 and held it in 24 quarters. The position peaked at $834K in Q4 2024. 584 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Strategic Blueprint reported no remaining Ares Management position as of Q3 2026 after selling out during the quarter.
  • Strategic Blueprint sold 5,204 Ares Management shares in Q3 2026, an estimated $579K.
  • Strategic Blueprint first reported a position in Ares Management in Q3 2020 and held it in 24 quarters.
  • Strategic Blueprint's Ares Management position peaked at $834K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.