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Wellington-Altus USA’s Ares Management ARES Stock Holding History

Wellington-Altus USA’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 		$35.1K Buy
+322
New +$38.6K 0.03% 376
2026
Q1 		– Sell
-322
Closed -$52K – 693
2025
Q4 		$52K Buy
+322
New +$50.2K 0.04% 289

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington-Altus USA's ARES Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Ares Management (ARES) in Q2 2026: 322 shares worth $35.1K. The stake represents 0.03% of the portfolio and ranks #376 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in ARES as recently as Q4 2025.

Wellington-Altus USA first reported a position in ARES in Q4 2025 and has held it in 2 quarters since. The position peaked at $52K in Q4 2025. 809 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Wellington-Altus USA held 322 shares of Ares Management worth $35.1K as of Q2 2026.
  • Ares Management was a new Wellington-Altus USA position in Q2 2026.
  • Ares Management made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #376 holding.
  • Wellington-Altus USA first reported a position in Ares Management in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Ares Management position peaked at $52K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.