Creative Planning’s Aris Water Solutions ARIS Stock Holding History

Creative Planning’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 Q4	–	Sell	-16,298	Closed	-$402K	–	3916
2025 Q3	$402K	Buy	16,298 +5,936	+57%	+$138K	﹤0.01%	2920
2025 Q2	$245K	Sell	10,362 -103	-1%	-$2.54K	﹤0.01%	3068
2025 Q1	$335K	Buy	10,465 +9,411	+893%	+$267K	﹤0.01%	2652
2024 Q4	$25.2K	Buy	+1,054	New	+$22.9K	﹤0.01%	3317

Other funds holding ARIS

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Creative Planning's ARIS Position: Q4 2025 in Review

Creative Planning sold out of Aris Water Solutions (ARIS) in Q4 2025, closing a stake of 16,298 shares — an estimated $402K sold.

Creative Planning first reported a position in ARIS in Q4 2024 and held it in 4 quarters. The position peaked at $402K in Q3 2025. 1 fund tracked by Wall St. Rank holds ARIS as of Q4 2025.

Creative Planning reported no remaining Aris Water Solutions position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 16,298 Aris Water Solutions shares in Q4 2025, an estimated $402K.
Creative Planning first reported a position in Aris Water Solutions in Q4 2024 and held it in 4 quarters.
Creative Planning's Aris Water Solutions position peaked at $402K in Q3 2025.
1 fund tracked by Wall St. Rank held Aris Water Solutions as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.