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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
Q2 		$370K Buy
10,889
+1,952
+22% +$63.1K ﹤0.01% 1705
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 $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atria Investments's ARTNA Position: Q2 2026 in Review

Atria Investments increased its Artesian Resources (ARTNA) stake by 22% in Q2 2026, buying an estimated $63.1K and bringing the position to 10,889 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Atria Investments first reported a position in ARTNA in Q2 2024 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • Atria Investments held 10,889 shares of Artesian Resources worth $370K as of Q2 2026.
  • Atria Investments bought 1,952 Artesian Resources shares in Q2 2026, an estimated $63.1K.
  • Artesian Resources made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1705 holding.
  • Atria Investments first reported a position in Artesian Resources in Q2 2024 and has held it in 6 quarters since.
  • 108 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.