ClearBridge Investments’s Aris Water Solutions ARIS Stock Holding History

ClearBridge Investments’s Portfolio ARIS Stock Details ARIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-32,150	Closed	-$760K	–	715
2025 Q2	$760K	Sell	32,150 -3,540	-10%	-$87.4K	﹤0.01%	645
2025 Q1	$1.14M	Sell	35,690 -275,310	-89%	-$7.81M	﹤0.01%	632
2024 Q4	$7.45M	Hold	311,000	–	–	0.01%	555
2024 Q3	$5.25M	Sell	311,000 -1,329	-0.4%	-$21.5K	﹤0.01%	578
2024 Q2	$4.89M	Sell	312,329 -269,798	-46%	-$4.04M	﹤0.01%	588
2024 Q1	$8.24M	Buy	582,127 +39,145	+7%	+$398K	0.01%	560
2023 Q4	$4.56M	Buy	542,982 +300	+0.1%	+$2.58K	﹤0.01%	588
2023 Q3	$5.42M	Hold	542,682	–	–	0.01%	541
2023 Q2	$5.6M	Hold	542,682	–	–	0.01%	549
2023 Q1	$4.23M	Hold	542,682	–	–	﹤0.01%	559
2022 Q4	$7.82M	Buy	542,682 +1,682	+0.3%	+$25.8K	0.01%	534
2022 Q3	$6.9M	Hold	541,000	–	–	0.01%	542
2022 Q2	$9.02M	Buy	541,000 +41,000	+8%	+$743K	0.01%	538
2022 Q1	$9.1M	Hold	500,000	–	–	0.01%	566
2021 Q4	$6.47M	Buy	+500,000	New	+$6.64M	﹤0.01%	599

Other funds holding ARIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments's ARIS Position: Q3 2025 in Review

ClearBridge Investments sold out of Aris Water Solutions (ARIS) in Q3 2025, closing a stake of 32,150 shares — an estimated $760K sold.

ClearBridge Investments first reported a position in ARIS in Q4 2021 and held it in 15 quarters. The position peaked at $9.1M in Q1 2022. 183 funds tracked by Wall St. Rank hold ARIS as of Q3 2025.

ClearBridge Investments reported no remaining Aris Water Solutions position as of Q3 2025 after selling out during the quarter.
ClearBridge Investments sold 32,150 Aris Water Solutions shares in Q3 2025, an estimated $760K.
ClearBridge Investments first reported a position in Aris Water Solutions in Q4 2021 and held it in 15 quarters.
ClearBridge Investments's Aris Water Solutions position peaked at $9.1M in Q1 2022.
183 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2025.

Based on ClearBridge Investments's 13F filing for Q3 2025, filed 13 Nov 2025.