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Waverly Advisors’s Ares Management ARES Stock Holding History

Waverly Advisors’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 		$514K Buy
+4,710
New +$625K ﹤0.01% 1072

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

Waverly Advisors's ARES Position: Q1 2026 in Review

Waverly Advisors opened a new position in Ares Management (ARES) in Q1 2026: 4,710 shares worth $514K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Waverly Advisors held 4,710 shares of Ares Management worth $514K as of Q1 2026.
  • Ares Management was a new Waverly Advisors position in Q1 2026.
  • Ares Management made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1072 holding.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.