Westside Investment Management’s Ares Management ARES Stock Holding History

Westside Investment Management’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	$12.5K	Hold	112	–	–	﹤0.01%	1062
2026 Q1	$12.2K	Hold	112	–	–	﹤0.01%	1054
2025 Q4	$18.1K	Buy	112 +12	+12%	+$1.87K	﹤0.01%	908
2025 Q3	$16K	Hold	100	–	–	﹤0.01%	964
2025 Q2	$17.3K	Hold	100	–	–	﹤0.01%	726
2025 Q1	$14.7K	Hold	100	–	–	﹤0.01%	623
2024 Q4	$17.7K	Hold	100	–	–	﹤0.01%	590
2024 Q3	$15.6K	Hold	100	–	–	﹤0.01%	618
2024 Q2	$13.3K	Hold	100	–	–	﹤0.01%	612
2024 Q1	$13.3K	Hold	100	–	–	﹤0.01%	581
2023 Q4	$11.9K	Hold	100	–	–	﹤0.01%	563
2023 Q3	$10.3K	Hold	100	–	–	﹤0.01%	576
2023 Q2	$9.63K	Sell	100 -325	-76%	-$28.1K	﹤0.01%	598
2023 Q1	$35.5K	Hold	425	–	–	0.01%	400
2022 Q4	$29	Hold	425	–	–	﹤0.01%	476
2022 Q3	$26	Hold	425	–	–	﹤0.01%	478
2022 Q2	$24	Hold	425	–	–	﹤0.01%	484
2022 Q1	$34	Hold	425	–	–	﹤0.01%	460
2021 Q4	$34	Hold	425	–	–	﹤0.01%	437
2021 Q3	$31	Hold	425	–	–	﹤0.01%	431
2021 Q2	$27	Hold	425	–	–	﹤0.01%	438
2021 Q1	$23	Buy	+425	New	+$21.4K	﹤0.01%	445

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Westside Investment Management's ARES Position: Q2 2026 in Review

Westside Investment Management held its Ares Management (ARES) position steady in Q2 2026 at 112 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Westside Investment Management first reported a position in ARES in Q1 2021 and has held it in 22 quarters since. The position peaked at $35.5K in Q1 2023. 800 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Westside Investment Management held 112 shares of Ares Management worth $12.5K as of Q2 2026.
Westside Investment Management left its Ares Management share count unchanged in Q2 2026.
Ares Management made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1062 holding.
Westside Investment Management first reported a position in Ares Management in Q1 2021 and has held it in 22 quarters since.
Westside Investment Management's Ares Management position peaked at $35.5K in Q1 2023.
800 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.