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Avion Wealth’s Artesian Resources ARTNA Stock Holding History

Avion Wealth’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 		$0 Buy
+15
New +$485 ﹤0.01% 1422
2025
Q2 		– Sell
-15
Closed – – 1142
2025
Q1 		$0 Buy
+15
New +$470 ﹤0.01% 1001
2024
Q4 		– Sell
-15
Closed – – 990
2024
Q3 		$0 Hold
15
– – ﹤0.01% 980
2024
Q2 		$0 Hold
15
– – ﹤0.01% 894
2024
Q1 		$1K Buy
+15
New +$547 ﹤0.01% 840

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

Avion Wealth's ARTNA Position: Q2 2026 in Review

Avion Wealth opened a new position in Artesian Resources (ARTNA) in Q2 2026: 15 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: Avion Wealth previously reported a position in ARTNA as recently as Q1 2025.

Avion Wealth first reported a position in ARTNA in Q1 2024 and has held it in 5 quarters since. The position peaked at $1K in Q1 2024. 108 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • Avion Wealth held 15 shares of Artesian Resources worth $0 as of Q2 2026.
  • Artesian Resources was a new Avion Wealth position in Q2 2026.
  • Artesian Resources made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1422 holding.
  • Avion Wealth first reported a position in Artesian Resources in Q1 2024 and has held it in 5 quarters since.
  • Avion Wealth's Artesian Resources position peaked at $1K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.