Clearstead Advisors’s Artesian Resources ARTNA Stock Holding History

Clearstead 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
2026 Q3	$4.85K	Buy	+146	New	+$5.07K	﹤0.01%	2223

Other funds holding ARTNA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Costello Asset Management Feasterville, Pennsylvania $332M AUM 19.63% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Clearstead Advisors's ARTNA Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Artesian Resources (ARTNA) in Q3 2026: 146 shares worth $4.85K. The stake represents ﹤0.01% of the portfolio and ranks #2223 among its holdings.

57 funds tracked by Wall St. Rank hold ARTNA as of Q3 2026.

Clearstead Advisors held 146 shares of Artesian Resources worth $4.85K as of Q3 2026.
Artesian Resources was a new Clearstead Advisors position in Q3 2026.
Artesian Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2223 holding.
57 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.