Vestmark Advisory Solutions’s Ares Management ARES Stock Holding History

Vestmark Advisory Solutions’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	$1.64M	Buy	14,767 +12,038	+441%	+$1.44M	0.02%	789
2026 Q1	$298K	Sell	2,729 -2,031	-43%	-$269K	﹤0.01%	1181
2025 Q4	$769K	Buy	4,760 +1,524	+47%	+$237K	0.01%	880
2025 Q3	$517K	Buy	3,236 +9	+0.3%	+$1.62K	0.01%	692
2025 Q2	$559K	Sell	3,227 -773	-19%	-$122K	0.01%	599
2025 Q1	$586K	Buy	4,000 +1,114	+39%	+$192K	0.02%	489
2024 Q4	$511K	Buy	2,886 +1,112	+63%	+$190K	0.02%	408
2024 Q3	$276K	Buy	+1,774	New	+$257K	0.01%	469

Other funds holding ARES

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vestmark Advisory Solutions's ARES Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Ares Management (ARES) stake by 441% in Q2 2026, buying an estimated $1.44M and bringing the position to 14,767 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #789.

Vestmark Advisory Solutions first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Vestmark Advisory Solutions held 14,767 shares of Ares Management worth $1.64M as of Q2 2026.
Vestmark Advisory Solutions bought 12,038 Ares Management shares in Q2 2026, an estimated $1.44M.
Ares Management made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #789 holding.
Vestmark Advisory Solutions first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.