PWA
ARIS

Physician Wealth Advisors’s Aris Water Solutions ARIS Stock Holding History

Physician Wealth Advisors’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
-25
Closed -$592 – 1911
2025
Q2 		$592 Buy
+25
New +$617 ﹤0.01% 1669

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

Physician Wealth Advisors's ARIS Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Aris Water Solutions (ARIS) in Q3 2025, closing a stake of 25 shares — an estimated $592 sold.

Physician Wealth Advisors first reported a position in ARIS in Q2 2025 and held it in 1 quarter. The position peaked at $592 in Q2 2025. 183 funds tracked by Wall St. Rank hold ARIS as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Aris Water Solutions position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 25 Aris Water Solutions shares in Q3 2025, an estimated $592.
  • Physician Wealth Advisors first reported a position in Aris Water Solutions in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Aris Water Solutions position peaked at $592 in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.