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Walled Lake Planning & Wealth Management’s Ares Management ARES Stock Holding History

Walled Lake Planning & Wealth 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
Q1 		$228K Buy
2,089
+21
+1% +$2.79K 0.07% 121
2025
Q4 		$334K Buy
2,068
+11
+0.5% +$1.71K 0.11% 99
2025
Q3 		$329K Buy
2,057
+12
+0.6% +$2.17K 0.11% 102
2025
Q2 		$354K Buy
2,045
+10
+0.5% +$1.58K 0.12% 93
2025
Q1 		$298K Buy
2,035
+82
+4% +$14.2K 0.11% 99
2024
Q4 		$346K Buy
1,953
+496
+34% +$84.6K 0.13% 91
2024
Q3 		$227K Buy
+1,457
New +$211K 0.09% 115

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

Walled Lake Planning & Wealth Management's ARES Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its Ares Management (ARES) stake by 1% in Q1 2026, buying an estimated $2.79K and bringing the position to 2,089 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #121.

Walled Lake Planning & Wealth Management first reported a position in ARES in Q3 2024 and has held it in 7 quarters since. The position peaked at $354K in Q2 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 2,089 shares of Ares Management worth $228K as of Q1 2026.
  • Walled Lake Planning & Wealth Management bought 21 Ares Management shares in Q1 2026, an estimated $2.79K.
  • Ares Management made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Ares Management in Q3 2024 and has held it in 7 quarters since.
  • Walled Lake Planning & Wealth Management's Ares Management position peaked at $354K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.