XWM
ARES icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return