Wealthspire Advisors (New York)’s Ares Management ARES Stock Holding History

Wealthspire Advisors (New York)’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	$384K	Buy	3,454 +1,382	+67%	+$166K	﹤0.01%	900
2026 Q1	$226K	Sell	2,072 -837	-29%	-$111K	﹤0.01%	819
2025 Q4	$470K	Buy	2,909 +566	+24%	+$88.2K	﹤0.01%	634
2025 Q3	$375K	Buy	2,343 +412	+21%	+$74.3K	﹤0.01%	606
2025 Q2	$334K	Sell	1,931 -636	-25%	-$101K	﹤0.01%	639
2025 Q1	$376K	Buy	2,567 +331	+15%	+$57.2K	﹤0.01%	584
2024 Q4	$396K	Buy	2,236 +590	+36%	+$101K	﹤0.01%	577
2024 Q3	$257K	Sell	1,646 -25	-1%	-$3.63K	﹤0.01%	657
2024 Q2	$223K	Sell	1,671 -112	-6%	-$15.3K	﹤0.01%	601
2024 Q1	$237K	Buy	+1,783	New	+$228K	﹤0.01%	559
2022 Q1	–	Sell	-76,037	Closed	-$6.18M	–	442
2021 Q4	$6.18M	Sell	76,037 -1,528	-2%	-$124K	0.14%	72
2021 Q3	$5.73M	Buy	+77,565	New	+$5.59M	0.12%	88

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

Wealthspire Advisors (New York)'s ARES Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Ares Management (ARES) stake by 67% in Q2 2026, buying an estimated $166K and bringing the position to 3,454 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Wealthspire Advisors (New York) first reported a position in ARES in Q3 2021 and has held it in 12 quarters since. The position peaked at $6.18M in Q4 2021. 808 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Wealthspire Advisors (New York) held 3,454 shares of Ares Management worth $384K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,382 Ares Management shares in Q2 2026, an estimated $166K.
Ares Management made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #900 holding.
Wealthspire Advisors (New York) first reported a position in Ares Management in Q3 2021 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Ares Management position peaked at $6.18M in Q4 2021.
808 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.