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Westco Advisory Services’s Ares Management ARES Stock Holding History

Westco Advisory Services’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 		– Sell
-7,202
Closed -$1.16M – 107
2025
Q4 		$1.16M Buy
+7,202
New +$1.12M 0.72% 31

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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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westco Advisory Services's ARES Position: Q1 2026 in Review

Westco Advisory Services sold out of Ares Management (ARES) in Q1 2026, closing a stake of 7,202 shares — an estimated $1.16M sold.

Westco Advisory Services first reported a position in ARES in Q4 2025 and held it in 1 quarter. The position peaked at $1.16M in Q4 2025. 799 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

  • Westco Advisory Services reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
  • Westco Advisory Services sold 7,202 Ares Management shares in Q1 2026, an estimated $1.16M.
  • Westco Advisory Services first reported a position in Ares Management in Q4 2025 and held it in 1 quarter.
  • Westco Advisory Services's Ares Management position peaked at $1.16M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Westco Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.