First Manhattan’s Aris Water Solutions ARIS Stock Holding History

First Manhattan’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	-611,435	Closed	-$15.1M	–	731
2025 Q3	$15.1M	Sell	611,435 -281,105	-31%	-$6.52M	0.04%	136
2025 Q2	$21.1M	Buy	892,540 +352,170	+65%	+$8.69M	0.06%	113
2025 Q1	$17.3M	Buy	+540,370	New	+$15.3M	0.05%	117

Other funds holding ARIS

VCM

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

First Manhattan's ARIS Position: Q4 2025 in Review

First Manhattan sold out of Aris Water Solutions (ARIS) in Q4 2025, closing a stake of 611,435 shares — an estimated $15.1M sold.

First Manhattan first reported a position in ARIS in Q1 2025 and held it in 3 quarters. The position peaked at $21.1M in Q2 2025. 1 fund tracked by Wall St. Rank holds ARIS as of Q4 2025.

First Manhattan reported no remaining Aris Water Solutions position as of Q4 2025 after selling out during the quarter.
First Manhattan sold 611,435 Aris Water Solutions shares in Q4 2025, an estimated $15.1M.
First Manhattan first reported a position in Aris Water Solutions in Q1 2025 and held it in 3 quarters.
First Manhattan's Aris Water Solutions position peaked at $21.1M in Q2 2025.
1 fund tracked by Wall St. Rank held Aris Water Solutions as of Q4 2025.

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