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Atria Investments’s Artesian Resources ARTNA Stock Holding History

Atria Investments’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 		$285K Buy
8,937
+996
+13% +$32.7K ﹤0.01% 1789
2025
Q4 		$251K Sell
7,941
-1,010
-11% -$32.5K ﹤0.01% 1850
2025
Q3 		$292K Buy
+8,951
New +$296K ﹤0.01% 1737
2024
Q4 		– Sell
-6,527
Closed -$243K – 1854
2024
Q3 		$243K Buy
6,527
+431
+7% +$16.2K ﹤0.01% 1728
2024
Q2 		$214K Buy
+6,096
New +$221K ﹤0.01% 1784

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

Atria Investments's ARTNA Position: Q1 2026 in Review

Atria Investments increased its Artesian Resources (ARTNA) stake by 13% in Q1 2026, buying an estimated $32.7K and bringing the position to 8,937 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Atria Investments first reported a position in ARTNA in Q2 2024 and has held it in 5 quarters since. The position peaked at $292K in Q3 2025. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • Atria Investments held 8,937 shares of Artesian Resources worth $285K as of Q1 2026.
  • Atria Investments bought 996 Artesian Resources shares in Q1 2026, an estimated $32.7K.
  • Artesian Resources made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1789 holding.
  • Atria Investments first reported a position in Artesian Resources in Q2 2024 and has held it in 5 quarters since.
  • Atria Investments's Artesian Resources position peaked at $292K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.