KFS
ARIS

Kaizen Financial Strategies’s Aris Water Solutions ARIS Stock Holding History

Kaizen Financial Strategies’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
-20,289
Closed -$480K – 154
2025
Q2 		$480K Buy
20,289
+439
+2% +$10.8K 0.24% 76
2025
Q1 		$636K Sell
19,850
-2,527
-11% -$71.7K 0.37% 48
2024
Q4 		$536K Sell
22,377
-1,958
-8% -$42.5K 0.3% 60
2024
Q3 		$411K Buy
24,335
+8,835
+57% +$143K 0.24% 72
2024
Q2 		$265K Buy
+15,500
New +$232K 0.17% 97

Other funds holding ARIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Financial Strategies's ARIS Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of Aris Water Solutions (ARIS) in Q3 2025, closing a stake of 20,289 shares — an estimated $480K sold.

Kaizen Financial Strategies first reported a position in ARIS in Q2 2024 and held it in 5 quarters. The position peaked at $636K in Q1 2025. 183 funds tracked by Wall St. Rank hold ARIS as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining Aris Water Solutions position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 20,289 Aris Water Solutions shares in Q3 2025, an estimated $480K.
  • Kaizen Financial Strategies first reported a position in Aris Water Solutions in Q2 2024 and held it in 5 quarters.
  • Kaizen Financial Strategies's Aris Water Solutions position peaked at $636K in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.