U.S. Capital Wealth Advisors’s Ares Management ARES Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$402K	Buy	3,689 +1,023	+38%	+$136K	0.01%	732
2025 Q4	$431K	Buy	2,666 +83	+3%	+$12.9K	0.01%	698
2025 Q3	$413K	Buy	2,583 +34	+1%	+$6.13K	0.01%	681
2025 Q2	$441K	Buy	2,549 +212	+9%	+$33.5K	0.01%	624
2025 Q1	$343K	Buy	+2,337	New	+$404K	0.01%	670
2023 Q4	–	Sell	-3,000	Closed	-$309K	–	660
2023 Q3	$309K	Hold	3,000	–	–	0.01%	515
2023 Q2	$289K	Hold	3,000	–	–	0.01%	543
2023 Q1	$250K	Hold	3,000	–	–	0.01%	571
2022 Q4	$205K	Buy	+3,000	New	+$216K	0.01%	597
2022 Q2	–	Sell	-3,000	Closed	-$244K	–	671
2022 Q1	$244K	Hold	3,000	–	–	0.01%	642
2021 Q4	$244K	Hold	3,000	–	–	0.01%	639
2021 Q3	$221K	Buy	+3,000	New	+$216K	0.01%	672

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's ARES Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Ares Management (ARES) stake by 38% in Q1 2026, buying an estimated $136K and bringing the position to 3,689 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #732.

U.S. Capital Wealth Advisors first reported a position in ARES in Q3 2021 and has held it in 12 quarters since. The position peaked at $441K in Q2 2025. 798 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

U.S. Capital Wealth Advisors held 3,689 shares of Ares Management worth $402K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,023 Ares Management shares in Q1 2026, an estimated $136K.
Ares Management made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #732 holding.
U.S. Capital Wealth Advisors first reported a position in Ares Management in Q3 2021 and has held it in 12 quarters since.
U.S. Capital Wealth Advisors's Ares Management position peaked at $441K in Q2 2025.
798 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.