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World Investment Advisors’s Ares Management ARES Stock Holding History

World Investment Advisors’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 		$356K Buy
3,264
+12
+0.4% +$1.44K 0.01% 1127
2026
Q1 		$355K Sell
3,252
-220
-6% -$29.2K 0.01% 1160
2025
Q4 		$561K Buy
3,472
+33
+1% +$5.14K 0.01% 884
2025
Q3 		$550K Buy
3,439
+432
+14% +$77.9K 0.01% 744
2025
Q2 		$521K Buy
3,007
+1,232
+69% +$195K 0.01% 715
2025
Q1 		$260K Buy
1,775
+52
+3% +$8.98K 0.01% 921
2024
Q4 		$305K Buy
+1,723
New +$294K 0.01% 817

Other funds holding ARES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

World Investment Advisors's ARES Position: Q2 2026 in Review

World Investment Advisors increased its Ares Management (ARES) stake by 0.37% in Q2 2026, buying an estimated $1.44K and bringing the position to 3,264 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #1127.

World Investment Advisors first reported a position in ARES in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q4 2025. 803 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • World Investment Advisors held 3,264 shares of Ares Management worth $356K as of Q2 2026.
  • World Investment Advisors bought 12 Ares Management shares in Q2 2026, an estimated $1.44K.
  • Ares Management made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1127 holding.
  • World Investment Advisors first reported a position in Ares Management in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Ares Management position peaked at $561K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.