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Beacon Capital Management LLC (Tennessee)’s Artesian Resources ARTNA Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-291
Closed -$9.76K – 186
2025
Q2 		$9.76K Buy
291
+3
+1% +$102 ﹤0.01% 636
2025
Q1 		$9.41K Buy
288
+3
+1% +$94 ﹤0.01% 638
2024
Q4 		$9.03K Buy
285
+2
+0.7% +$69 ﹤0.01% 615
2024
Q3 		$10.5K Hold
283
– – ﹤0.01% 630
2024
Q2 		$9.95K Hold
283
– – ﹤0.01% 569
2024
Q1 		$10.5K Hold
283
– – ﹤0.01% 568
2023
Q4 		$11.9K Hold
283
– – ﹤0.01% 481
2023
Q3 		$13.4K Hold
283
– – ﹤0.01% 483
2023
Q2 		$13.4K Hold
283
– – ﹤0.01% 483
2023
Q1 		$15.7K Hold
283
– – ﹤0.01% 406
2022
Q4 		$16.6K Buy
+283
New +$14.9K 0.01% 407

Other funds holding ARTNA

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ARTNA Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Artesian Resources (ARTNA) in Q3 2025, closing a stake of 291 shares — an estimated $9.76K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ARTNA in Q4 2022 and held it in 11 quarters. The position peaked at $16.6K in Q4 2022. 102 funds tracked by Wall St. Rank hold ARTNA as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Artesian Resources position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 291 Artesian Resources shares in Q3 2025, an estimated $9.76K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Artesian Resources in Q4 2022 and held it in 11 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Artesian Resources position peaked at $16.6K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.