PWM
ARIS

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

Perigon 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
Q2 		– Sell
-26,527
Closed -$850K – 1057
2025
Q1 		$850K Buy
26,527
+13,167
+99% +$373K 0.02% 489
2024
Q4 		$383K Buy
+13,360
New +$290K 0.01% 730

Other funds holding ARIS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Perigon Wealth Management's ARIS Position: Q2 2025 in Review

Perigon Wealth Management sold out of Aris Water Solutions (ARIS) in Q2 2025, closing a stake of 26,527 shares — an estimated $850K sold.

Perigon Wealth Management first reported a position in ARIS in Q4 2024 and held it in 2 quarters. The position peaked at $850K in Q1 2025. 216 funds tracked by Wall St. Rank hold ARIS as of Q2 2025.

  • Perigon Wealth Management reported no remaining Aris Water Solutions position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 26,527 Aris Water Solutions shares in Q2 2025, an estimated $850K.
  • Perigon Wealth Management first reported a position in Aris Water Solutions in Q4 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Aris Water Solutions position peaked at $850K in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Aris Water Solutions as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.