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Vision Retirement’s Ares Management ARES Stock Holding History

Vision Retirement’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 		$137K Sell
1,230
-538
-30% -$64.5K 0.03% 153
2026
Q1 		$193K Buy
1,768
+342
+24% +$45.4K 0.05% 125
2025
Q4 		$230K Buy
+1,426
New +$222K 0.06% 117

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vision Retirement's ARES Position: Q2 2026 in Review

Vision Retirement reduced its Ares Management (ARES) stake by 30% in Q2 2026, selling an estimated $64.5K and leaving 1,230 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #153.

Vision Retirement first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 754 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Vision Retirement held 1,230 shares of Ares Management worth $137K as of Q2 2026.
  • Vision Retirement sold 538 Ares Management shares in Q2 2026, an estimated $64.5K.
  • Ares Management made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #153 holding.
  • Vision Retirement first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Ares Management position peaked at $230K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.