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SummitTX Capital’s Ares Management ARES Stock Holding History

SummitTX Capital’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
-14,841
Closed -$2.37M – 697
2025
Q3 		$2.37M Buy
14,841
+10,175
+218% +$1.84M 0.1% 222
2025
Q2 		$808K Buy
+4,666
New +$738K 0.03% 409

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SummitTX Capital's ARES Position: Q4 2025 in Review

SummitTX Capital sold out of Ares Management (ARES) in Q4 2025, closing a stake of 14,841 shares — an estimated $2.37M sold.

SummitTX Capital first reported a position in ARES in Q2 2025 and held it in 2 quarters. The position peaked at $2.37M in Q3 2025. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • SummitTX Capital reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 14,841 Ares Management shares in Q4 2025, an estimated $2.37M.
  • SummitTX Capital first reported a position in Ares Management in Q2 2025 and held it in 2 quarters.
  • SummitTX Capital's Ares Management position peaked at $2.37M in Q3 2025.
  • 827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.