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Williams & Novak’s Ares Management ARES Stock Holding History

Williams & Novak’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 		– Sell
-2,000
Closed -$212K – 148
2026
Q1 		$212K Buy
+2,000
New +$265K 0.16% 103

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
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 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

Williams & Novak's ARES Position: Q2 2026 in Review

Williams & Novak sold out of Ares Management (ARES) in Q2 2026, closing a stake of 2,000 shares — an estimated $212K sold.

Williams & Novak first reported a position in ARES in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 203 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Williams & Novak reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
  • Williams & Novak sold 2,000 Ares Management shares in Q2 2026, an estimated $212K.
  • Williams & Novak first reported a position in Ares Management in Q1 2026 and held it in 1 quarter.
  • Williams & Novak's Ares Management position peaked at $212K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.