LPL Financial
ARIS

LPL Financial’s Aris Water Solutions ARIS Stock Holding History

LPL Financial’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
-82,952
Closed -$1.96M – 5808
2025
Q2 		$1.96M Sell
82,952
-11,158
-12% -$275K ﹤0.01% 3135
2025
Q1 		$3.02M Sell
94,110
-4,706
-5% -$133K ﹤0.01% 2564
2024
Q4 		$2.37M Buy
98,816
+23,123
+31% +$502K ﹤0.01% 2709
2024
Q3 		$1.28M Buy
75,693
+25,912
+52% +$420K ﹤0.01% 3157
2024
Q2 		$780K Buy
49,781
+1,640
+3% +$24.5K ﹤0.01% 3487
2024
Q1 		$681K Sell
48,141
-70,617
-59% -$718K ﹤0.01% 3509
2023
Q4 		$996K Buy
118,758
+60,251
+103% +$518K ﹤0.01% 3049
2023
Q3 		$584K Buy
+58,507
New +$623K ﹤0.01% 3346

Other funds holding ARIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 58.39% 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 $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's ARIS Position: Q3 2025 in Review

LPL Financial sold out of Aris Water Solutions (ARIS) in Q3 2025, closing a stake of 82,952 shares — an estimated $1.96M sold.

LPL Financial first reported a position in ARIS in Q3 2023 and held it in 8 quarters. The position peaked at $3.02M in Q1 2025. 183 funds tracked by Wall St. Rank hold ARIS as of Q3 2025.

  • LPL Financial reported no remaining Aris Water Solutions position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 82,952 Aris Water Solutions shares in Q3 2025, an estimated $1.96M.
  • LPL Financial first reported a position in Aris Water Solutions in Q3 2023 and held it in 8 quarters.
  • LPL Financial's Aris Water Solutions position peaked at $3.02M in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2025.

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