West Oak Capital’s Ares Management ARES Stock Holding History

West Oak Capital’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
2025 Q3	–	Sell	-150	Closed	-$260	–	276
2025 Q2	$260	Sell	150 -200	-57%	-$31.6K	0.01%	201
2025 Q1	$513	Hold	350	–	–	0.02%	171
2024 Q4	$620K	Hold	350	–	–	0.02%	169
2024 Q3	$545	Hold	350	–	–	0.01%	180
2024 Q2	$46.6K	Buy	350 +100	+40%	+$13.7K	0.02%	183
2024 Q1	$33K	Buy	250 +100	+67%	+$12.8K	0.01%	189
2023 Q4	$18K	Hold	150	–	–	0.01%	215
2023 Q3	$15K	Hold	150	–	–	0.01%	219
2023 Q2	$14.5K	Hold	150	–	–	0.01%	226
2023 Q1	$12.5K	Buy	+150	New	+$11.9K	0.01%	235
2022 Q4	–	Sell	-150	Closed	-$9K	–	286
2022 Q3	$9K	Sell	150 -300	-67%	-$21K	﹤0.01%	247
2022 Q2	$26K	Hold	450	–	–	0.01%	192
2022 Q1	$37K	Hold	450	–	–	0.02%	190
2021 Q4	$37K	Hold	450	–	–	0.01%	200
2021 Q3	$33K	Hold	450	–	–	0.01%	209
2021 Q2	$29K	Sell	450 -150	-25%	-$8.39K	0.01%	216
2021 Q1	$34K	Hold	600	–	–	0.01%	201
2020 Q4	$28K	Hold	600	–	–	0.01%	203
2020 Q3	$24K	Hold	600	–	–	0.01%	187
2020 Q2	$24K	Hold	600	–	–	0.01%	195
2020 Q1	$19K	Buy	+600	New	+$21K	0.01%	196
2019 Q4	–	Sell	-450	Closed	-$12K	–	286
2019 Q3	$12K	Buy	+450	New	+$12.9K	0.01%	234

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Oak Capital's ARES Position: Q3 2025 in Review

West Oak Capital sold out of Ares Management (ARES) in Q3 2025, closing a stake of 150 shares — an estimated $260 sold.

West Oak Capital first reported a position in ARES in Q3 2019 and held it in 22 quarters. The position peaked at $620K in Q4 2024. 775 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

West Oak Capital reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 150 Ares Management shares in Q3 2025, an estimated $260.
West Oak Capital first reported a position in Ares Management in Q3 2019 and held it in 22 quarters.
West Oak Capital's Ares Management position peaked at $620K in Q4 2024.
775 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.