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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
Q2 		$235K Buy
2,111
+22
+1% +$2.64K 0.06% 130
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 $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

Walled Lake Planning & Wealth Management's ARES Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Ares Management (ARES) stake by 1.1% in Q2 2026, buying an estimated $2.64K and bringing the position to 2,111 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #130.

Walled Lake Planning & Wealth Management first reported a position in ARES in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,111 shares of Ares Management worth $235K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 22 Ares Management shares in Q2 2026, an estimated $2.64K.
  • Ares Management made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Ares Management in Q3 2024 and has held it in 8 quarters since.
  • Walled Lake Planning & Wealth Management's Ares Management position peaked at $354K in Q2 2025.
  • 807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.