MWM
ARIS

Moran Wealth Management’s Aris Water Solutions ARIS Stock Holding History

Moran Wealth Management’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
-21,716
Closed -$514K – 495
2025
Q2 		$514K Buy
21,716
+2,085
+11% +$51.5K 0.02% 411
2025
Q1 		$629K Buy
+19,631
New +$557K 0.02% 351

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

Moran Wealth Management's ARIS Position: Q3 2025 in Review

Moran Wealth Management sold out of Aris Water Solutions (ARIS) in Q3 2025, closing a stake of 21,716 shares — an estimated $514K sold.

Moran Wealth Management first reported a position in ARIS in Q1 2025 and held it in 2 quarters. The position peaked at $629K in Q1 2025. 183 funds tracked by Wall St. Rank hold ARIS as of Q3 2025.

  • Moran Wealth Management reported no remaining Aris Water Solutions position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 21,716 Aris Water Solutions shares in Q3 2025, an estimated $514K.
  • Moran Wealth Management first reported a position in Aris Water Solutions in Q1 2025 and held it in 2 quarters.
  • Moran Wealth Management's Aris Water Solutions position peaked at $629K in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.