Zevenbergen Capital Investments’s Ares Management ARES Stock Holding History

Zevenbergen Capital Investments’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	-2,193	Closed	-$239K	–	110
2026 Q1	$239K	Sell	2,193 -110,238	-98%	-$14.6M	0.01%	109
2025 Q4	$18.2M	Sell	112,431 -47,467	-30%	-$7.39M	0.4%	46
2025 Q3	$25.6M	Buy	159,898 +10,069	+7%	+$1.82M	0.5%	42
2025 Q2	$26M	Sell	149,829 -1,176	-0.8%	-$186K	0.51%	41
2025 Q1	$22.1M	Buy	151,005 +53,810	+55%	+$9.3M	0.54%	39
2024 Q4	$17.2M	Buy	+97,195	New	+$16.6M	0.35%	45

Other funds holding ARES

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Zevenbergen Capital Investments's ARES Position: Q2 2026 in Review

Zevenbergen Capital Investments sold out of Ares Management (ARES) in Q2 2026, closing a stake of 2,193 shares — an estimated $239K sold.

Zevenbergen Capital Investments first reported a position in ARES in Q4 2024 and held it in 6 quarters. The position peaked at $26M in Q2 2025. 352 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Zevenbergen Capital Investments reported no remaining Ares Management position as of Q2 2026 after selling out during the quarter.
Zevenbergen Capital Investments sold 2,193 Ares Management shares in Q2 2026, an estimated $239K.
Zevenbergen Capital Investments first reported a position in Ares Management in Q4 2024 and held it in 6 quarters.
Zevenbergen Capital Investments's Ares Management position peaked at $26M in Q2 2025.
352 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.