Stratos Wealth Partners
ARES icon

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
Q3 		$6.36M Buy
54,781
+17,712
+48% +$2.31M 0.07% 283
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stratos Wealth Partners's ARES Position: Q3 2026 in Review

Stratos Wealth Partners increased its Ares Management (ARES) stake by 48% in Q3 2026, buying an estimated $2.31M and bringing the position to 54,781 shares worth $6.36M. The position accounts for 0.07% of the portfolio, ranked #283.

Stratos Wealth Partners first reported a position in ARES in Q1 2022 and has held it in 19 quarters since. The position peaked at $9.4M in Q2 2025. 679 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Stratos Wealth Partners held 54,781 shares of Ares Management worth $6.36M as of Q3 2026.
  • Stratos Wealth Partners bought 17,712 Ares Management shares in Q3 2026, an estimated $2.31M.
  • Ares Management made up 0.07% of Stratos Wealth Partners's portfolio in Q3 2026, its #283 holding.
  • Stratos Wealth Partners first reported a position in Ares Management in Q1 2022 and has held it in 19 quarters since.
  • Stratos Wealth Partners's Ares Management position peaked at $9.4M in Q2 2025.
  • 679 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.