Wealthfront Advisers’s Ares Management ARES Stock Holding History

Wealthfront Advisers’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	$4.52M	Sell	40,640 -2,942	-7%	-$353K	0.01%	451
2026 Q1	$4.75M	Buy	43,582 +20,490	+89%	+$2.72M	0.01%	429
2025 Q4	$3.73M	Buy	23,092 +3,103	+16%	+$483K	0.01%	467
2025 Q3	$3.2M	Buy	19,989 +2,880	+17%	+$519K	0.01%	491
2025 Q2	$2.96M	Sell	17,109 -762	-4%	-$120K	0.01%	483
2025 Q1	$2.62M	Sell	17,871 -1,052	-6%	-$182K	0.01%	470
2024 Q4	$3.35M	Buy	18,923 +7	+0%	+$1.19K	0.01%	410
2024 Q3	$2.95M	Buy	18,916 +1,279	+7%	+$186K	0.01%	416
2024 Q2	$2.35M	Buy	17,637 +339	+2%	+$46.3K	0.01%	448
2024 Q1	$2.3M	Buy	17,298 +1,345	+8%	+$172K	0.01%	453
2023 Q4	$1.9M	Buy	15,953 +601	+4%	+$65.3K	0.01%	474
2023 Q3	$1.58M	Buy	15,352 +2,140	+16%	+$216K	0.01%	471
2023 Q2	$1.27M	Buy	+13,212	New	+$1.14M	0.01%	511

Other funds holding ARES

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthfront Advisers's ARES Position: Q2 2026 in Review

Wealthfront Advisers reduced its Ares Management (ARES) stake by 6.8% in Q2 2026, selling an estimated $353K and leaving 40,640 shares worth $4.52M. The position accounts for 0.01% of the portfolio, ranked #451.

Wealthfront Advisers first reported a position in ARES in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.75M in Q1 2026. 563 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Wealthfront Advisers held 40,640 shares of Ares Management worth $4.52M as of Q2 2026.
Wealthfront Advisers sold 2,942 Ares Management shares in Q2 2026, an estimated $353K.
Ares Management made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #451 holding.
Wealthfront Advisers first reported a position in Ares Management in Q2 2023 and has held it in 13 quarters since.
Wealthfront Advisers's Ares Management position peaked at $4.75M in Q1 2026.
563 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.