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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
Q2 		$4.13M Sell
37,069
-7,567
-17% -$908K 0.04% 391
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Stratos Wealth Partners's ARES Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Ares Management (ARES) stake by 17% in Q2 2026, selling an estimated $908K and leaving 37,069 shares worth $4.13M. The position accounts for 0.04% of the portfolio, ranked #391.

Stratos Wealth Partners first reported a position in ARES in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.4M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Stratos Wealth Partners held 37,069 shares of Ares Management worth $4.13M as of Q2 2026.
  • Stratos Wealth Partners sold 7,567 Ares Management shares in Q2 2026, an estimated $908K.
  • Ares Management made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #391 holding.
  • Stratos Wealth Partners first reported a position in Ares Management in Q1 2022 and has held it in 18 quarters since.
  • Stratos Wealth Partners's Ares Management position peaked at $9.4M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.