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Vaughan Nelson Investment Management’s Ares Management ARES Stock Holding History

Vaughan Nelson Investment 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 		– Sell
-60
Closed -$6.55K – 212
2026
Q1 		$6.55K Sell
60
-112,707
-100% -$15M ﹤0.01% 220
2025
Q4 		$18.2M Sell
112,767
-2,495
-2% -$389K 0.18% 132
2025
Q3 		$18.4M Buy
115,262
+20,920
+22% +$3.77M 0.17% 125
2025
Q2 		$16.3M Buy
94,342
+62,134
+193% +$9.83M 0.15% 126
2025
Q1 		$4.72M Sell
32,208
-151,775
-82% -$26.2M 0.05% 146
2024
Q4 		$32.6M Sell
183,983
-8,320
-4% -$1.42M 0.3% 104
2024
Q3 		$30M Sell
192,303
-331
-0.2% -$48K 0.27% 115
2024
Q2 		$25.7M Buy
192,634
+38,047
+25% +$5.2M 0.24% 118
2024
Q1 		$20.6M Sell
154,587
-3,196
-2% -$408K 0.18% 128
2023
Q4 		$18.8M Buy
157,783
+104,408
+196% +$11.3M 0.19% 133
2023
Q3 		$5.49M Buy
53,375
+432
+0.8% +$43.7K 0.06% 161
2023
Q2 		$5.1M Sell
52,943
-51
-0.1% -$4.41K 0.06% 151
2023
Q1 		$4.42M Sell
52,994
-133,098
-72% -$10.6M 0.05% 144
2022
Q4 		$12.7M Buy
186,092
+68,146
+58% +$4.92M 0.17% 133
2022
Q3 		$7.31M Sell
117,946
-1,216
-1% -$85K 0.11% 134
2022
Q2 		$6.78M Sell
119,162
-69,480
-37% -$4.81M 0.09% 140
2022
Q1 		$15.3M Sell
188,642
-127,511
-40% -$9.79M 0.17% 127
2021
Q4 		$25.7M Sell
316,153
-7,429
-2% -$605K 0.26% 112
2021
Q3 		$23.9M Sell
323,582
-13,534
-4% -$975K 0.24% 122
2021
Q2 		$21.4M Sell
337,116
-15,235
-4% -$852K 0.22% 123
2021
Q1 		$19.7M Sell
352,351
-5,198
-1% -$261K 0.21% 122
2020
Q4 		$16.8M Sell
357,549
-8,147
-2% -$369K 0.2% 123
2020
Q3 		$14.8M Sell
365,696
-41,294
-10% -$1.65M 0.21% 126
2020
Q2 		$16.2M Sell
406,990
-33,465
-8% -$1.18M 0.23% 132
2020
Q1 		$13.6M Sell
440,455
-105,485
-19% -$3.69M 0.23% 129
2019
Q4 		$19.5M Sell
545,940
-90,940
-14% -$2.82M 0.24% 128
2019
Q3 		$17.1M Sell
636,880
-177,570
-22% -$5.08M 0.23% 124
2019
Q2 		$21.3M Sell
814,450
-450,800
-36% -$11.4M 0.28% 117
2019
Q1 		$29.4M Buy
+1,265,250
New +$27.6M 0.39% 100

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

Vaughan Nelson Investment Management's ARES Position: Q2 2026 in Review

Vaughan Nelson Investment Management sold out of Ares Management (ARES) in Q2 2026, closing a stake of 60 shares — an estimated $6.55K sold.

Vaughan Nelson Investment Management first reported a position in ARES in Q1 2019 and held it in 29 quarters. The position peaked at $32.6M in Q4 2024. 806 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Vaughan Nelson Investment Management reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 60 Ares Management shares in Q2 2026, an estimated $6.55K.
  • Vaughan Nelson Investment Management first reported a position in Ares Management in Q1 2019 and held it in 29 quarters.
  • Vaughan Nelson Investment Management's Ares Management position peaked at $32.6M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.