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 Q2	–	Sell	-4,710	Closed	-$514K	–	1753
2026 Q1	$514K	Buy	+4,710	New	+$625K	﹤0.01%	1072

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Waverly Advisors's ARES Position: Q2 2026 in Review

Waverly Advisors sold out of Ares Management (ARES) in Q2 2026, closing a stake of 4,710 shares — an estimated $514K sold.

Waverly Advisors first reported a position in ARES in Q1 2026 and held it in 1 quarter. The position peaked at $514K in Q1 2026. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Waverly Advisors reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 4,710 Ares Management shares in Q2 2026, an estimated $514K.
Waverly Advisors first reported a position in Ares Management in Q1 2026 and held it in 1 quarter.
Waverly Advisors's Ares Management position peaked at $514K in Q1 2026.
809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.