Whalerock Point Partners’s Ares Management ARES Stock Holding History

Whalerock Point Partners’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	$218K	Hold	2,000	–	–	0.04%	190
2025 Q4	$323K	Hold	2,000	–	–	0.06%	148
2025 Q3	$320K	Hold	2,000	–	–	0.06%	139
2025 Q2	$346K	Hold	2,000	–	–	0.07%	135
2025 Q1	$293K	Hold	2,000	–	–	0.07%	152
2024 Q4	$354K	Hold	2,000	–	–	0.08%	129
2024 Q3	$312K	Hold	2,000	–	–	0.07%	144
2024 Q2	$267K	Hold	2,000	–	–	0.07%	137
2024 Q1	$266K	Hold	2,000	–	–	0.07%	149
2023 Q4	$238K	Hold	2,000	–	–	0.07%	148
2023 Q3	$206K	Buy	+2,000	New	+$202K	0.07%	149

Other funds holding ARES

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whalerock Point Partners's ARES Position: Q1 2026 in Review

Whalerock Point Partners held its Ares Management (ARES) position steady in Q1 2026 at 2,000 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #190.

Whalerock Point Partners first reported a position in ARES in Q3 2023 and has held it in 11 quarters since. The position peaked at $354K in Q4 2024. 794 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

Whalerock Point Partners held 2,000 shares of Ares Management worth $218K as of Q1 2026.
Whalerock Point Partners left its Ares Management share count unchanged in Q1 2026.
Ares Management made up 0.04% of Whalerock Point Partners's portfolio in Q1 2026, its #190 holding.
Whalerock Point Partners first reported a position in Ares Management in Q3 2023 and has held it in 11 quarters since.
Whalerock Point Partners's Ares Management position peaked at $354K in Q4 2024.
794 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.