Arax Advisory Partners’s Artesian Resources ARTNA Stock Holding History

Arax Advisory Partners’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	$38.2K	Hold	1,200	–	–	﹤0.01%	1796
2025 Q4	$37.9K	Sell	1,200 -2,400	-67%	-$77.3K	﹤0.01%	1762
2025 Q3	$117K	Buy	3,600 +2,310	+179%	+$76.5K	﹤0.01%	1481
2025 Q2	$43.3K	Hold	1,290	–	–	﹤0.01%	1305
2025 Q1	$42.1K	Hold	1,290	–	–	﹤0.01%	1011
2024 Q4	$40.8K	Hold	1,290	–	–	﹤0.01%	957
2024 Q3	$48K	Hold	1,290	–	–	﹤0.01%	738
2024 Q2	$45.4K	Hold	1,290	–	–	﹤0.01%	697
2024 Q1	$47.9K	Hold	1,290	–	–	0.01%	510
2023 Q4	$53.5K	Sell	1,290 -1,027	-44%	-$42.9K	0.01%	464
2023 Q3	$97.3K	Buy	2,317 +2	+0.1%	+$92	0.01%	350
2023 Q2	$109K	Buy	2,315 +2	+0.1%	+$105	0.01%	335
2023 Q1	$128K	Buy	2,313 +1	+0%	+$57	0.02%	309
2022 Q4	$135K	Buy	2,312 +1	+0%	+$53	0.02%	283
2022 Q3	$111K	Buy	+2,311	New	+$123K	0.02%	294
2020 Q1	–	Sell	-114	Closed	-$4K	–	679
2019 Q4	$4K	Sell	114 -134	-54%	-$4.96K	﹤0.01%	522
2019 Q3	$9K	Buy	248 +2	+0.8%	+$72	﹤0.01%	466
2019 Q2	$9K	Buy	+246	New	+$8.93K	﹤0.01%	471
2018 Q4	$8K	Buy	243 +2	+0.8%	+$72	﹤0.01%	449
2018 Q3	$9K	Buy	+241	New	+$8.97K	﹤0.01%	473

Other funds holding ARTNA

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Arax Advisory Partners's ARTNA Position: Q1 2026 in Review

Arax Advisory Partners held its Artesian Resources (ARTNA) position steady in Q1 2026 at 1,200 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Arax Advisory Partners first reported a position in ARTNA in Q3 2018 and has held it in 20 quarters since. The position peaked at $135K in Q4 2022. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

Arax Advisory Partners held 1,200 shares of Artesian Resources worth $38.2K as of Q1 2026.
Arax Advisory Partners left its Artesian Resources share count unchanged in Q1 2026.
Artesian Resources made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1796 holding.
Arax Advisory Partners first reported a position in Artesian Resources in Q3 2018 and has held it in 20 quarters since.
Arax Advisory Partners's Artesian Resources position peaked at $135K in Q4 2022.
105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.