Transce3nd’s Ares Management ARES Stock Holding History

Transce3nd’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 Q2	–	Sell	-106	Closed	-$15.5K	–	1220
2025 Q1	$15.5K	Sell	106 -60	-36%	-$10.4K	0.01%	485
2024 Q4	$29.4K	Buy	+166	New	+$28.3K	0.01%	478

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Transce3nd's ARES Position: Q2 2025 in Review

Transce3nd sold out of Ares Management (ARES) in Q2 2025, closing a stake of 106 shares — an estimated $15.5K sold.

Transce3nd first reported a position in ARES in Q4 2024 and held it in 2 quarters. The position peaked at $29.4K in Q4 2024. 767 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

Transce3nd reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
Transce3nd sold 106 Ares Management shares in Q2 2025, an estimated $15.5K.
Transce3nd first reported a position in Ares Management in Q4 2024 and held it in 2 quarters.
Transce3nd's Ares Management position peaked at $29.4K in Q4 2024.
767 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Transce3nd's 13F filing for Q2 2025, filed 13 Aug 2025.