Capstone Investment Advisors
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Capstone Investment Advisors’s Artesian Resources ARTNA Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-17,208
Closed -$544K – 1363
2024
Q4 		$544K Buy
+17,208
New +$590K ﹤0.01% 1287
2023
Q4 		– Sell
-66,582
Closed -$2.8M – 2103
2023
Q3 		$2.8M Sell
66,582
-3,453
-5% -$160K 0.01% 609
2023
Q2 		$3.31M Buy
+70,035
New +$3.68M 0.02% 492

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capstone Investment Advisors's ARTNA Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Artesian Resources (ARTNA) in Q1 2025, closing a stake of 17,208 shares — an estimated $544K sold.

Capstone Investment Advisors first reported a position in ARTNA in Q2 2023 and held it in 3 quarters. The position peaked at $3.31M in Q2 2023. 106 funds tracked by Wall St. Rank hold ARTNA as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Artesian Resources position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 17,208 Artesian Resources shares in Q1 2025, an estimated $544K.
  • Capstone Investment Advisors first reported a position in Artesian Resources in Q2 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Artesian Resources position peaked at $3.31M in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.