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Capital Advisors Ltd’s Artesian Resources ARTNA Stock Holding History

Capital Advisors Ltd’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 Hold
1
– – ﹤0.01% 1357
2026
Q1 		$0 Hold
1
– – ﹤0.01% 1355
2025
Q4 		$0 Hold
1
– – ﹤0.01% 1341
2025
Q3 		$0 Hold
1
– – ﹤0.01% 1344
2025
Q2 		$0 Hold
1
– – ﹤0.01% 1331
2025
Q1 		$0 Sell
1
-328
-100% -$10.3K ﹤0.01% 1325
2024
Q4 		$10K Buy
329
+317
+2,642% +$10.9K ﹤0.01% 772
2024
Q3 		$0 Hold
12
– – ﹤0.01% 1357
2024
Q2 		$0 Buy
+12
New +$435 ﹤0.01% 1367
2023
Q3 		– Sell
-6
Closed – – 1274
2023
Q2 		$0 Hold
6
– – ﹤0.01% 1279
2023
Q1 		$0 Hold
6
– – ﹤0.01% 1198
2022
Q4 		$0 Hold
6
– – ﹤0.01% 1206
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1229
2022
Q2 		$0 Hold
6
– – ﹤0.01% 993
2022
Q1 		$0 Hold
6
– – ﹤0.01% 899
2021
Q4 		$0 Buy
+6
New +$252 ﹤0.01% 807

Other funds holding ARTNA

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Capital Advisors Ltd's ARTNA Position: Q2 2026 in Review

Capital Advisors Ltd held its Artesian Resources (ARTNA) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Capital Advisors Ltd first reported a position in ARTNA in Q4 2021 and has held it in 16 quarters since. The position peaked at $10K in Q4 2024. 12 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • Capital Advisors Ltd held 1 share of Artesian Resources worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Artesian Resources share count unchanged in Q2 2026.
  • Artesian Resources made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1357 holding.
  • Capital Advisors Ltd first reported a position in Artesian Resources in Q4 2021 and has held it in 16 quarters since.
  • Capital Advisors Ltd's Artesian Resources position peaked at $10K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.