Xcel Wealth Management’s Ares Management ARES Stock Holding History

Xcel Wealth Management’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 Q3	–	Sell	-1,300	Closed	-$225K	–	139
2025 Q2	$225K	Buy	+1,300	New	+$206K	0.06%	127
2025 Q1	–	Sell	-1,300	Closed	-$230K	–	130
2024 Q4	$230K	Hold	1,300	–	–	0.06%	122
2024 Q3	$203K	Buy	+1,300	New	+$189K	0.06%	125
2024 Q2	–	Sell	-1,800	Closed	-$239K	–	124
2024 Q1	$239K	Hold	1,800	–	–	0.07%	119
2023 Q4	$214K	Buy	+1,800	New	+$195K	0.08%	108

Other funds holding ARES

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Xcel Wealth Management's ARES Position: Q3 2025 in Review

Xcel Wealth Management sold out of Ares Management (ARES) in Q3 2025, closing a stake of 1,300 shares — an estimated $225K sold.

Xcel Wealth Management first reported a position in ARES in Q4 2023 and held it in 5 quarters. The position peaked at $239K in Q1 2024. 779 funds tracked by Wall St. Rank hold ARES as of Q3 2025.

Xcel Wealth Management reported no remaining Ares Management position as of Q3 2025 after selling out during the quarter.
Xcel Wealth Management sold 1,300 Ares Management shares in Q3 2025, an estimated $225K.
Xcel Wealth Management first reported a position in Ares Management in Q4 2023 and held it in 5 quarters.
Xcel Wealth Management's Ares Management position peaked at $239K in Q1 2024.
779 funds tracked by Wall St. Rank held Ares Management as of Q3 2025.

Based on Xcel Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.