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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
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

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VPM
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State Street
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Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
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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