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Trueblood Wealth Management’s Ares Management ARES Stock Holding History

Trueblood Wealth Management’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 		$229K Sell
2,059
-309
-13% -$37.1K 0.08% 243
2026
Q1 		$258K Sell
2,368
-142
-6% -$18.8K 0.1% 221
2025
Q4 		$406K Sell
2,510
-220
-8% -$34.3K 0.16% 170
2025
Q3 		$436K Buy
2,730
+39
+1% +$7.04K 0.17% 166
2025
Q2 		$466K Buy
2,691
+53
+2% +$8.38K 0.19% 149
2025
Q1 		$387K Sell
2,638
-68
-3% -$11.8K 0.18% 157
2024
Q4 		$479K Sell
2,706
-36
-1% -$6.14K 0.24% 136
2024
Q3 		$427K Sell
2,742
-37
-1% -$5.37K 0.21% 137
2024
Q2 		$370K Buy
2,779
+51
+2% +$6.96K 0.21% 139
2024
Q1 		$363K Buy
2,728
+195
+8% +$24.9K 0.21% 138
2023
Q4 		$301K Buy
+2,533
New +$275K 0.19% 152

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

Trueblood Wealth Management's ARES Position: Q2 2026 in Review

Trueblood Wealth Management reduced its Ares Management (ARES) stake by 13% in Q2 2026, selling an estimated $37.1K and leaving 2,059 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #243.

Trueblood Wealth Management first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $479K in Q4 2024. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Trueblood Wealth Management held 2,059 shares of Ares Management worth $229K as of Q2 2026.
  • Trueblood Wealth Management sold 309 Ares Management shares in Q2 2026, an estimated $37.1K.
  • Ares Management made up 0.08% of Trueblood Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Trueblood Wealth Management first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Ares Management position peaked at $479K in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.