Waverly Advisors’s Aris Water Solutions ARIS Stock Holding History

Waverly 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 Q4	–	Sell	-144,016	Closed	-$3.55M	–	1480
2025 Q3	$3.55M	Sell	144,016 -8,184	-5%	-$190K	0.04%	388
2025 Q2	$3.6M	Sell	152,200 -47,607	-24%	-$1.17M	0.04%	370
2025 Q1	$6.4M	Buy	+199,807	New	+$5.67M	0.08%	241

Other funds holding ARIS

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Waverly Advisors's ARIS Position: Q4 2025 in Review

Waverly Advisors sold out of Aris Water Solutions (ARIS) in Q4 2025, closing a stake of 144,016 shares — an estimated $3.55M sold.

Waverly Advisors first reported a position in ARIS in Q1 2025 and held it in 3 quarters. The position peaked at $6.4M in Q1 2025. 1 fund tracked by Wall St. Rank holds ARIS as of Q4 2025.

Waverly Advisors reported no remaining Aris Water Solutions position as of Q4 2025 after selling out during the quarter.
Waverly Advisors sold 144,016 Aris Water Solutions shares in Q4 2025, an estimated $3.55M.
Waverly Advisors first reported a position in Aris Water Solutions in Q1 2025 and held it in 3 quarters.
Waverly Advisors's Aris Water Solutions position peaked at $6.4M in Q1 2025.
1 fund tracked by Wall St. Rank held Aris Water Solutions as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.