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Allworth Financial’s Artesian Resources ARTNA Stock Holding History

Allworth Financial’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.31K Buy
104
+4
+4% +$131 ﹤0.01% 4164
2025
Q4 		$3.16K Hold
100
– – ﹤0.01% 3950
2025
Q3 		$3.26K Sell
100
-106
-51% -$3.51K ﹤0.01% 3784
2025
Q2 		$6.91K Buy
206
+14
+7% +$475 ﹤0.01% 3084
2025
Q1 		$6.67K Buy
192
+92
+92% +$2.89K ﹤0.01% 2614
2024
Q4 		$2.97K Buy
100
+8
+9% +$274 ﹤0.01% 2995
2024
Q3 		$3.42K Hold
92
– – ﹤0.01% 2735
2024
Q2 		$3.62K Buy
92
+45
+96% +$1.63K ﹤0.01% 2659
2024
Q1 		$1.75K Buy
+47
New +$1.71K ﹤0.01% 2860

Other funds holding ARTNA

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Allworth Financial's ARTNA Position: Q1 2026 in Review

Allworth Financial increased its Artesian Resources (ARTNA) stake by 4% in Q1 2026, buying an estimated $131 and bringing the position to 104 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4164.

Allworth Financial first reported a position in ARTNA in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.91K in Q2 2025. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • Allworth Financial held 104 shares of Artesian Resources worth $3.31K as of Q1 2026.
  • Allworth Financial bought 4 Artesian Resources shares in Q1 2026, an estimated $131.
  • Artesian Resources made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4164 holding.
  • Allworth Financial first reported a position in Artesian Resources in Q1 2024 and has held it in 9 quarters since.
  • Allworth Financial's Artesian Resources position peaked at $6.91K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.