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Wealth Alliance’s Ares Management ARES Stock Holding History

Wealth Alliance’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 		$470K Sell
4,308
-496
-10% -$65.8K 0.05% 307
2025
Q4 		$776K Buy
4,804
+324
+7% +$50.5K 0.08% 227
2025
Q3 		$716K Buy
4,480
+92
+2% +$16.6K 0.07% 231
2025
Q2 		$760K Buy
4,388
+1,027
+31% +$162K 0.08% 213
2025
Q1 		$493K Buy
+3,361
New +$581K 0.06% 280

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

Wealth Alliance's ARES Position: Q1 2026 in Review

Wealth Alliance reduced its Ares Management (ARES) stake by 10% in Q1 2026, selling an estimated $65.8K and leaving 4,308 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #307.

Wealth Alliance first reported a position in ARES in Q1 2025 and has held it in 5 quarters since. The position peaked at $776K in Q4 2025. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Wealth Alliance held 4,308 shares of Ares Management worth $470K as of Q1 2026.
  • Wealth Alliance sold 496 Ares Management shares in Q1 2026, an estimated $65.8K.
  • Ares Management made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #307 holding.
  • Wealth Alliance first reported a position in Ares Management in Q1 2025 and has held it in 5 quarters since.
  • Wealth Alliance's Ares Management position peaked at $776K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.