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United Capital Financial Advisors’s Ares Management ARES Stock Holding History

United Capital Financial 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 		$14.4M Sell
131,949
-18,063
-12% -$2.4M 0.09% 183
2025
Q4 		$24.2M Sell
150,012
-8,882
-6% -$1.38M 0.15% 124
2025
Q3 		$25.4M Sell
158,894
-3,577
-2% -$645K 0.18% 106
2025
Q2 		$28.1M Sell
162,471
-6,584
-4% -$1.04M 0.23% 93
2025
Q1 		$24.8M Buy
169,055
+11,739
+7% +$2.03M 0.21% 98
2024
Q4 		$27.8M Sell
157,316
-10,435
-6% -$1.78M 0.24% 89
2024
Q3 		$26.1M Sell
167,751
-17,229
-9% -$2.5M 0.22% 94
2024
Q2 		$24.7M Sell
184,980
-20,962
-10% -$2.86M 0.21% 95
2024
Q1 		$27.4M Sell
205,942
-45,587
-18% -$5.82M 0.23% 97
2023
Q4 		$29.9M Sell
251,529
-331,337
-57% -$36M 0.25% 94
2023
Q3 		$60M Sell
582,866
-67,523
-10% -$6.83M 0.39% 52
2023
Q2 		$62.7M Sell
650,389
-19,874
-3% -$1.72M 0.34% 59
2023
Q1 		$55.9M Buy
670,263
+28,353
+4% +$2.25M 0.31% 66
2022
Q4 		$43.9M Sell
641,910
-11,957
-2% -$863K 0.25% 84
2022
Q3 		$40.5M Buy
653,867
+4,457
+0.7% +$312K 0.24% 85
2022
Q2 		$36.9M Buy
649,410
+9,986
+2% +$691K 0.2% 100
2022
Q1 		$51.9M Buy
639,424
+20,649
+3% +$1.59M 0.25% 80
2021
Q4 		$50.3M Buy
618,775
+365,820
+145% +$29.8M 0.23% 92
2021
Q3 		$18.7M Buy
252,955
+3,096
+1% +$223K 0.09% 195
2021
Q2 		$15.9M Buy
249,859
+21,446
+9% +$1.2M 0.08% 217
2021
Q1 		$12.8M Buy
228,413
+223,619
+4,665% +$11.2M 0.07% 238
2020
Q4 		$226K Buy
+4,794
New +$217K ﹤0.01% 1091

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's ARES Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Ares Management (ARES) stake by 12% in Q1 2026, selling an estimated $2.4M and leaving 131,949 shares worth $14.4M. The position accounts for 0.09% of the portfolio, ranked #183.

United Capital Financial Advisors first reported a position in ARES in Q4 2020 and has held it in 22 quarters since. The position peaked at $62.7M in Q2 2023. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • United Capital Financial Advisors held 131,949 shares of Ares Management worth $14.4M as of Q1 2026.
  • United Capital Financial Advisors sold 18,063 Ares Management shares in Q1 2026, an estimated $2.4M.
  • Ares Management made up 0.09% of United Capital Financial Advisors's portfolio in Q1 2026, its #183 holding.
  • United Capital Financial Advisors first reported a position in Ares Management in Q4 2020 and has held it in 22 quarters since.
  • United Capital Financial Advisors's Ares Management position peaked at $62.7M in Q2 2023.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.