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WestEnd Advisors’s Ares Management ARES Stock Holding History

WestEnd Advisors’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 		$779 Hold
7
– – ﹤0.01% 306
2026
Q1 		$764 Hold
7
– – ﹤0.01% 271
2025
Q4 		$1.13K Buy
+7
New +$1.09K ﹤0.01% 223

Other funds holding ARES

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WestEnd Advisors's ARES Position: Q2 2026 in Review

WestEnd Advisors held its Ares Management (ARES) position steady in Q2 2026 at 7 shares worth $779. The position accounts for ﹤0.01% of the portfolio, ranked #306.

WestEnd Advisors first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13K in Q4 2025. 183 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • WestEnd Advisors held 7 shares of Ares Management worth $779 as of Q2 2026.
  • WestEnd Advisors left its Ares Management share count unchanged in Q2 2026.
  • Ares Management made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #306 holding.
  • WestEnd Advisors first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
  • WestEnd Advisors's Ares Management position peaked at $1.13K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.