Ameriprise
ARTNA icon

Ameriprise’s Artesian Resources ARTNA Stock Holding History

Ameriprise’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 		$479K Sell
15,034
-274
-2% -$8.99K ﹤0.01% 3603
2025
Q4 		$484K Buy
15,308
+1,070
+8% +$34.5K ﹤0.01% 3635
2025
Q3 		$464K Buy
+14,238
New +$472K ﹤0.01% 3656
2024
Q2 		– Sell
-6,271
Closed -$233K – 3866
2024
Q1 		$233K Buy
6,271
+64
+1% +$2.33K ﹤0.01% 3655
2023
Q4 		$257K Hold
6,207
– – ﹤0.01% 3654
2023
Q3 		$261K Sell
6,207
-265
-4% -$12.2K ﹤0.01% 3623
2023
Q2 		$306K Sell
6,472
-477
-7% -$25.1K ﹤0.01% 3599
2023
Q1 		$385K Sell
6,949
-224
-3% -$12.8K ﹤0.01% 3525
2022
Q4 		$420K Sell
7,173
-397
-5% -$20.9K ﹤0.01% 3468
2022
Q3 		$365K Sell
7,570
-14,000
-65% -$744K ﹤0.01% 3507
2022
Q2 		$1.06M Buy
21,570
+3,000
+16% +$141K ﹤0.01% 3096
2022
Q1 		$902K Buy
+18,570
New +$866K ﹤0.01% 3256
2016
Q1 		– Sell
-20,785
Closed -$576K – 3756
2015
Q4 		$576K Buy
+20,785
New +$533K ﹤0.01% 3198
2014
Q4 		– Sell
-117
Closed -$2K – 3730
2014
Q3 		$2K Buy
117
+7
+6% +$149 ﹤0.01% 5390
2014
Q2 		$2K Hold
110
– – ﹤0.01% 5197
2014
Q1 		$2K Sell
110
-620
-85% -$13.8K ﹤0.01% 5038
2013
Q4 		$17K Sell
730
-483
-40% -$10.9K ﹤0.01% 4135
2013
Q3 		$27K Buy
1,213
+610
+101% +$13.8K ﹤0.01% 4196
2013
Q2 		$14K Buy
+603
New +$13.4K ﹤0.01% 4528

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

Ameriprise's ARTNA Position: Q1 2026 in Review

Ameriprise reduced its Artesian Resources (ARTNA) stake by 1.8% in Q1 2026, selling an estimated $8.99K and leaving 15,034 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

Ameriprise first reported a position in ARTNA in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.06M in Q2 2022. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • Ameriprise held 15,034 shares of Artesian Resources worth $479K as of Q1 2026.
  • Ameriprise sold 274 Artesian Resources shares in Q1 2026, an estimated $8.99K.
  • Artesian Resources made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3603 holding.
  • Ameriprise first reported a position in Artesian Resources in Q2 2013 and has held it in 19 quarters since.
  • Ameriprise's Artesian Resources position peaked at $1.06M in Q2 2022.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

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