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Stratos Wealth Partners’s Ares Management ARES Stock Holding History

Stratos Wealth Partners’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 		$4.87M Sell
44,636
-5,939
-12% -$788K 0.06% 336
2025
Q4 		$8.17M Sell
50,575
-2,802
-5% -$437K 0.09% 228
2025
Q3 		$8.53M Sell
53,377
-888
-2% -$160K 0.1% 210
2025
Q2 		$9.4M Buy
54,265
+864
+2% +$137K 0.13% 166
2025
Q1 		$7.83M Buy
53,401
+2,171
+4% +$375K 0.12% 180
2024
Q4 		$9.07M Buy
51,230
+276
+0.5% +$47.1K 0.13% 159
2024
Q3 		$7.94M Sell
50,954
-550
-1% -$79.8K 0.11% 186
2024
Q2 		$6.86M Buy
51,504
+509
+1% +$69.5K 0.11% 188
2024
Q1 		$6.78M Sell
50,995
-4,886
-9% -$624K 0.11% 192
2023
Q4 		$6.65M Sell
55,881
-895
-2% -$97.2K 0.12% 177
2023
Q3 		$5.84M Buy
56,776
+1,180
+2% +$119K 0.13% 174
2023
Q2 		$5.36M Buy
55,596
+2,957
+6% +$256K 0.12% 183
2023
Q1 		$4.39M Buy
52,639
+2,789
+6% +$222K 0.12% 178
2022
Q4 		$3.41M Buy
49,850
+1,839
+4% +$133K 0.09% 235
2022
Q3 		$2.97M Sell
48,011
-4,408
-8% -$308K 0.08% 236
2022
Q2 		$2.98M Buy
52,419
+684
+1% +$47.3K 0.08% 243
2022
Q1 		$4.2M Buy
+51,735
New +$3.97M 0.09% 209

Other funds holding ARES

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's ARES Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Ares Management (ARES) stake by 12% in Q1 2026, selling an estimated $788K and leaving 44,636 shares worth $4.87M. The position accounts for 0.06% of the portfolio, ranked #336.

Stratos Wealth Partners first reported a position in ARES in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.4M in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Stratos Wealth Partners held 44,636 shares of Ares Management worth $4.87M as of Q1 2026.
  • Stratos Wealth Partners sold 5,939 Ares Management shares in Q1 2026, an estimated $788K.
  • Ares Management made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #336 holding.
  • Stratos Wealth Partners first reported a position in Ares Management in Q1 2022 and has held it in 17 quarters since.
  • Stratos Wealth Partners's Ares Management position peaked at $9.4M in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.