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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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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. 367 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.
  • 367 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.