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Wealthcare Advisory Partners’s Ares Management ARES Stock Holding History

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-9,889
Closed -$1.71M – 1020
2025
Q2 		$1.71M Buy
9,889
+323
+3% +$51.1K 0.04% 360
2025
Q1 		$1.4M Buy
9,566
+134
+1% +$23.2K 0.04% 374
2024
Q4 		$1.67M Buy
9,432
+684
+8% +$117K 0.05% 311
2024
Q3 		$1.36M Sell
8,748
-455
-5% -$66K 0.04% 344
2024
Q2 		$1.23M Buy
9,203
+1,715
+23% +$234K 0.04% 332
2024
Q1 		$996K Sell
7,488
-247
-3% -$31.6K 0.03% 366
2023
Q4 		$920K Buy
7,735
+2,702
+54% +$293K 0.04% 331
2023
Q3 		$518K Buy
5,033
+23
+0.5% +$2.33K 0.02% 423
2023
Q2 		$483K Buy
5,010
+30
+0.6% +$2.59K 0.02% 455
2023
Q1 		$416K Buy
4,980
+2
+0% +$159 0.02% 500
2022
Q4 		$341K Sell
4,978
-179
-3% -$12.9K 0.02% 503
2022
Q3 		$319K Sell
5,157
-20
-0.4% -$1.4K 0.02% 466
2022
Q2 		$294K Buy
5,177
+374
+8% +$25.9K 0.02% 430
2022
Q1 		$390K Buy
4,803
+658
+16% +$50.5K 0.02% 356
2021
Q4 		$337K Buy
+4,145
New +$337K 0.02% 414
2021
Q2 		– Sell
-29
Closed -$2K – 627
2021
Q1 		$2K Buy
+29
New +$1.46K ﹤0.01% 1844

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Advisory Partners's ARES Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Ares Management (ARES) in Q3 2025, closing a stake of 9,889 shares — an estimated $1.71M sold.

Wealthcare Advisory Partners first reported a position in ARES in Q1 2021 and held it in 16 quarters. The position peaked at $1.71M in Q2 2025. 779 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,889 Ares Management shares in Q3 2025, an estimated $1.71M.
  • Wealthcare Advisory Partners first reported a position in Ares Management in Q1 2021 and held it in 16 quarters.
  • Wealthcare Advisory Partners's Ares Management position peaked at $1.71M in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.