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VisionPoint Advisory Group’s Ares Management ARES Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-2,735
Closed -$442K – 444
2025
Q4 		$442K Buy
2,735
+372
+16% +$58K 0.09% 229
2025
Q3 		$378K Buy
+2,363
New +$426K 0.08% 250
2025
Q2 		– Sell
-2,223
Closed -$326K – 359
2025
Q1 		$326K Buy
+2,223
New +$384K 0.11% 161

Other funds holding ARES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VisionPoint Advisory Group's ARES Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Ares Management (ARES) in Q1 2026, closing a stake of 2,735 shares — an estimated $442K sold.

VisionPoint Advisory Group first reported a position in ARES in Q1 2025 and held it in 3 quarters. The position peaked at $442K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • VisionPoint Advisory Group reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,735 Ares Management shares in Q1 2026, an estimated $442K.
  • VisionPoint Advisory Group first reported a position in Ares Management in Q1 2025 and held it in 3 quarters.
  • VisionPoint Advisory Group's Ares Management position peaked at $442K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.