Whipplewood Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
Other funds holding ARES
SMFG
Whipplewood Advisors's ARES Position: Q2 2026 in Review
Whipplewood Advisors increased its Ares Management (ARES) stake by 45% in Q2 2026, buying an estimated $329K and bringing the position to 8,788 shares worth $978K. The position accounts for 0.66% of the portfolio, ranked #40.
Whipplewood Advisors first reported a position in ARES in Q4 2024 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold ARES as of Q2 2026.
- Whipplewood Advisors held 8,788 shares of Ares Management worth $978K as of Q2 2026.
- Whipplewood Advisors bought 2,742 Ares Management shares in Q2 2026, an estimated $329K.
- Ares Management made up 0.66% of Whipplewood Advisors's portfolio in Q2 2026, its #40 holding.
- Whipplewood Advisors first reported a position in Ares Management in Q4 2024 and has held it in 5 quarters since.
- 802 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.