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TritonPoint Wealth’s Ares Management ARES Stock Holding History

TritonPoint Wealth’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
-5,441
Closed -$870K – 280
2025
Q3 		$870K Buy
5,441
+78
+1% +$14.1K 0.07% 167
2025
Q2 		$929K Buy
5,363
+136
+3% +$21.5K 0.09% 159
2025
Q1 		$766K Buy
5,227
+18
+0.3% +$3.11K 0.07% 176
2024
Q4 		$922K Sell
5,209
-25
-0.5% -$4.27K 0.08% 156
2024
Q3 		$821K Buy
5,234
+153
+3% +$22.2K 0.08% 168
2024
Q2 		$677K Sell
5,081
-287
-5% -$39.2K 0.07% 173
2024
Q1 		$695K Sell
5,368
-566
-10% -$72.3K 0.07% 166
2023
Q4 		$706K Buy
+5,934
New +$644K 0.07% 173

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

TritonPoint Wealth's ARES Position: Q4 2025 in Review

TritonPoint Wealth sold out of Ares Management (ARES) in Q4 2025, closing a stake of 5,441 shares — an estimated $870K sold.

TritonPoint Wealth first reported a position in ARES in Q4 2023 and held it in 8 quarters. The position peaked at $929K in Q2 2025. 828 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • TritonPoint Wealth reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 5,441 Ares Management shares in Q4 2025, an estimated $870K.
  • TritonPoint Wealth first reported a position in Ares Management in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's Ares Management position peaked at $929K in Q2 2025.
  • 828 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.