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Summit Wealth Group (Colorado)’s Ares Management ARES Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-2,651
Closed -$273K – 293
2025
Q3 		$273K Buy
+2,651
New +$478K 0.03% 382

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ARES Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Ares Management (ARES) in Q4 2025, closing a stake of 2,651 shares — an estimated $273K sold.

Summit Wealth Group (Colorado) first reported a position in ARES in Q3 2025 and held it in 1 quarter. The position peaked at $273K in Q3 2025. 832 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,651 Ares Management shares in Q4 2025, an estimated $273K.
  • Summit Wealth Group (Colorado) first reported a position in Ares Management in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Ares Management position peaked at $273K in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.