Wealth Enhancement Advisory Services’s Ares Management ARES Stock Holding History

Wealth Enhancement Advisory Services’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	$4.56M	Buy	37,409 +6,034	+19%	+$724K	0.01%	1066
2026 Q1	$3.21M	Sell	31,375 -8,301	-21%	-$1.1M	0.01%	1134
2025 Q4	$6.98M	Sell	39,676 -2,428	-6%	-$378K	0.01%	855
2025 Q3	$6.26M	Sell	42,104 -1,805	-4%	-$326K	0.01%	843
2025 Q2	$7.81M	Buy	43,909 +927	+2%	+$147K	0.01%	716
2025 Q1	$6.3M	Sell	42,982 -502	-1%	-$86.7K	0.01%	740
2024 Q4	$7.7M	Buy	43,484 +63	+0.1%	+$10.7K	0.01%	642
2024 Q3	$6.77M	Sell	43,421 -5,809	-12%	-$843K	0.01%	633
2024 Q2	$6.56M	Sell	49,230 -275	-0.6%	-$37.6K	0.02%	612
2024 Q1	$6.58M	Sell	49,505 -12,198	-20%	-$1.56M	0.02%	601
2023 Q4	$7.34M	Sell	61,703 -2,373	-4%	-$258K	0.02%	500
2023 Q3	$6.59M	Buy	64,076 +53,848	+526%	+$5.45M	0.02%	506
2023 Q2	$985K	Sell	10,228 -1,568	-13%	-$136K	0.01%	265
2023 Q1	$984K	Buy	+11,796	New	+$938K	0.01%	307
2022 Q2	–	Sell	-18,923	Closed	-$1.6M	–	328
2022 Q1	$1.6M	Buy	18,923 +881	+5%	+$67.7K	0.02%	201
2021 Q4	$1.43M	Buy	18,042 +2,554	+16%	+$208K	0.02%	188
2021 Q3	$1.31M	Buy	+15,488	New	+$1.12M	0.02%	183

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's ARES Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ares Management (ARES) stake by 19% in Q2 2026, buying an estimated $724K and bringing the position to 37,409 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #1066.

Wealth Enhancement Advisory Services first reported a position in ARES in Q3 2021 and has held it in 17 quarters since. The position peaked at $7.81M in Q2 2025. 807 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Wealth Enhancement Advisory Services held 37,409 shares of Ares Management worth $4.56M as of Q2 2026.
Wealth Enhancement Advisory Services bought 6,034 Ares Management shares in Q2 2026, an estimated $724K.
Ares Management made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1066 holding.
Wealth Enhancement Advisory Services first reported a position in Ares Management in Q3 2021 and has held it in 17 quarters since.
Wealth Enhancement Advisory Services's Ares Management position peaked at $7.81M in Q2 2025.
807 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.