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Valued Wealth Advisors’s Ares Management ARES Stock Holding History

Valued 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
Q2 		– Sell
-45
Closed -$4.91K – 915
2026
Q1 		$4.91K Hold
45
– – ﹤0.01% 408
2025
Q4 		$7.27K Buy
+45
New +$7.01K ﹤0.01% 253

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Valued Wealth Advisors's ARES Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Ares Management (ARES) in Q2 2026, closing a stake of 45 shares — an estimated $4.91K sold.

Valued Wealth Advisors first reported a position in ARES in Q4 2025 and held it in 2 quarters. The position peaked at $7.27K in Q4 2025. 183 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Valued Wealth Advisors reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 45 Ares Management shares in Q2 2026, an estimated $4.91K.
  • Valued Wealth Advisors first reported a position in Ares Management in Q4 2025 and held it in 2 quarters.
  • Valued Wealth Advisors's Ares Management position peaked at $7.27K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.