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Uniting Wealth Partners’s Ares Management ARES Stock Holding History

Uniting Wealth Partners’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 		$668K Hold
6,000
– – 0.14% 102
2026
Q1 		$655K Buy
+6,000
New +$796K 0.14% 94

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Bank of America
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Vanguard Portfolio Management
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Capital World Investors
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Wellington Management Group
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State Street
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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

Uniting Wealth Partners's ARES Position: Q2 2026 in Review

Uniting Wealth Partners held its Ares Management (ARES) position steady in Q2 2026 at 6,000 shares worth $668K. The position accounts for 0.14% of the portfolio, ranked #102.

Uniting Wealth Partners first reported a position in ARES in Q1 2026 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Uniting Wealth Partners held 6,000 shares of Ares Management worth $668K as of Q2 2026.
  • Uniting Wealth Partners left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up 0.14% of Uniting Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Uniting Wealth Partners first reported a position in Ares Management in Q1 2026 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.