Clearstead Advisors’s Aris Water Solutions ARIS Stock Holding History

Clearstead Advisors’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	-293	Closed	-$6.93K	–	3098
2025 Q2	$6.93K	Hold	293	–	–	﹤0.01%	2013
2025 Q1	$9.39K	Hold	293	–	–	﹤0.01%	1614
2024 Q4	$7.02K	Buy	+293	New	+$6.37K	﹤0.01%	1660

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

Clearstead Advisors's ARIS Position: Q3 2025 in Review

Clearstead Advisors sold out of Aris Water Solutions (ARIS) in Q3 2025, closing a stake of 293 shares — an estimated $6.93K sold.

Clearstead Advisors first reported a position in ARIS in Q4 2024 and held it in 3 quarters. The position peaked at $9.39K in Q1 2025. 183 funds tracked by Wall St. Rank hold ARIS as of Q3 2025.

Clearstead Advisors reported no remaining Aris Water Solutions position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 293 Aris Water Solutions shares in Q3 2025, an estimated $6.93K.
Clearstead Advisors first reported a position in Aris Water Solutions in Q4 2024 and held it in 3 quarters.
Clearstead Advisors's Aris Water Solutions position peaked at $9.39K in Q1 2025.
183 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.