Wellington Management Group’s Ares Management ARES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.22B Buy
11,162,802
+5,333,577
+91% +$708M 0.23% 101
2025
Q4
$942M Sell
5,829,225
-3,553,542
-38% -$554M 0.17% 146
2025
Q3
$1.5B Sell
9,382,767
-3,251,041
-26% -$586M 0.26% 84
2025
Q2
$2.19B Sell
12,633,808
-982,565
-7% -$155M 0.4% 59
2025
Q1
$2B Sell
13,616,373
-1,763,532
-11% -$305M 0.38% 66
2024
Q4
$2.72B Sell
15,379,905
-1,765,726
-10% -$301M 0.5% 44
2024
Q3
$2.67B Sell
17,145,631
-1,507,058
-8% -$219M 0.47% 51
2024
Q2
$2.49B Buy
18,652,689
+1,111,627
+6% +$152M 0.44% 46
2024
Q1
$2.33B Buy
17,541,062
+1,682,954
+11% +$215M 0.41% 53
2023
Q4
$1.89B Sell
15,858,108
-1,678,552
-10% -$182M 0.35% 68
2023
Q3
$1.8B Sell
17,536,660
-1,235,476
-7% -$125M 0.36% 65
2023
Q2
$1.81B Buy
18,772,136
+1,137,745
+6% +$98.3M 0.34% 69
2023
Q1
$1.47B Sell
17,634,391
-1,803,108
-9% -$143M 0.29% 89
2022
Q4
$1.33B Sell
19,437,499
-1,003,934
-5% -$72.4M 0.27% 93
2022
Q3
$1.27B Buy
20,441,433
+1,056,038
+5% +$73.8M 0.27% 95
2022
Q2
$1.1B Buy
19,385,395
+3,584,121
+23% +$248M 0.22% 107
2022
Q1
$1.28B Buy
15,801,274
+430,412
+3% +$33.1M 0.22% 107
2021
Q4
$1.25B Sell
15,370,862
-1,430,493
-9% -$116M 0.2% 113
2021
Q3
$1.24B Buy
16,801,355
+1,548,154
+10% +$111M 0.21% 110
2021
Q2
$970M Buy
15,253,201
+3,862,972
+34% +$216M 0.16% 132
2021
Q1
$638M Sell
11,390,229
-1,421,156
-11% -$71.5M 0.11% 192
2020
Q4
$603M Buy
12,811,385
+1,354,351
+12% +$61.3M 0.11% 188
2020
Q3
$463M Sell
11,457,034
-197,191
-2% -$7.87M 0.1% 197
2020
Q2
$463M Buy
11,654,225
+5,029,078
+76% +$178M 0.1% 184
2020
Q1
$205M Buy
6,625,147
+3,652,486
+123% +$128M 0.05% 293
2019
Q4
$106M Sell
2,972,661
-744,150
-20% -$23.1M 0.02% 550
2019
Q3
$99.6M Buy
3,716,811
+1,557,802
+72% +$44.5M 0.02% 549
2019
Q2
$56.5M Buy
+2,159,009
New +$54.8M 0.01% 722
2015
Q1
Sell
-142,300
Closed -$2.44M 2162
2014
Q4
$2.44M Sell
142,300
-266,948
-65% -$4.41M ﹤0.01% 1638
2014
Q3
$7.16M Sell
409,248
-21,616
-5% -$398K ﹤0.01% 1339
2014
Q2
$8.26M Buy
+430,864
New +$7.9M ﹤0.01% 1305

Other funds holding ARES

Wellington Management Group's ARES Position: Q1 2026 in Review

Wellington Management Group increased its Ares Management (ARES) stake by 91% in Q1 2026, buying an estimated $708M and bringing the position to 11,162,802 shares worth $1.22B. The position accounts for 0.23% of the portfolio, ranked #101.

Wellington Management Group first reported a position in ARES in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.72B in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Wellington Management Group held 11,162,802 shares of Ares Management worth $1.22B as of Q1 2026.
  • Wellington Management Group bought 5,333,577 Ares Management shares in Q1 2026, an estimated $708M.
  • Ares Management made up 0.23% of Wellington Management Group's portfolio in Q1 2026, its #101 holding.
  • Wellington Management Group first reported a position in Ares Management in Q2 2014 and has held it in 31 quarters since.
  • Wellington Management Group's Ares Management position peaked at $2.72B in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.