Winnow Wealth’s Ares Management ARES Stock Holding History

Winnow Wealth’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
2025 Q4	–	Sell	-2	Closed	-$320	–	594
2025 Q3	$320	Buy	+2	New	+$361	﹤0.01%	497

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winnow Wealth's ARES Position: Q4 2025 in Review

Winnow Wealth sold out of Ares Management (ARES) in Q4 2025, closing a stake of 2 shares — an estimated $320 sold.

Winnow Wealth first reported a position in ARES in Q3 2025 and held it in 1 quarter. The position peaked at $320 in Q3 2025. 827 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

Winnow Wealth reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
Winnow Wealth sold 2 Ares Management shares in Q4 2025, an estimated $320.
Winnow Wealth first reported a position in Ares Management in Q3 2025 and held it in 1 quarter.
Winnow Wealth's Ares Management position peaked at $320 in Q3 2025.
827 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.