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True Wealth Design’s Ares Management ARES Stock Holding History

True Wealth Design’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
Q2 		$8.57K Buy
77
+32
+71% +$3.84K ﹤0.01% 1117
2026
Q1 		$4.91K Sell
45
-20
-31% -$2.65K ﹤0.01% 1219
2025
Q4 		$10.5K Sell
65
-1
-2% -$156 ﹤0.01% 849
2025
Q3 		$10.6K Hold
66
– – ﹤0.01% 812
2025
Q2 		$11.4K Buy
66
+63
+2,100% +$9.96K ﹤0.01% 530
2025
Q1 		$440 Buy
+3
New +$518 ﹤0.01% 1592

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

True Wealth Design's ARES Position: Q2 2026 in Review

True Wealth Design increased its Ares Management (ARES) stake by 71% in Q2 2026, buying an estimated $3.84K and bringing the position to 77 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

True Wealth Design first reported a position in ARES in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.4K in Q2 2025. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • True Wealth Design held 77 shares of Ares Management worth $8.57K as of Q2 2026.
  • True Wealth Design bought 32 Ares Management shares in Q2 2026, an estimated $3.84K.
  • Ares Management made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1117 holding.
  • True Wealth Design first reported a position in Ares Management in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Ares Management position peaked at $11.4K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.