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Coldstream Capital Management’s Artesian Resources ARTNA Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-359
Closed -$11.7K – 1266
2025
Q1 		$11.7K Buy
+359
New +$11.3K ﹤0.01% 2319

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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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Coldstream Capital Management's ARTNA Position: Q2 2025 in Review

Coldstream Capital Management sold out of Artesian Resources (ARTNA) in Q2 2025, closing a stake of 359 shares — an estimated $11.7K sold.

Coldstream Capital Management first reported a position in ARTNA in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 100 funds tracked by Wall St. Rank hold ARTNA as of Q2 2025.

  • Coldstream Capital Management reported no remaining Artesian Resources position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 359 Artesian Resources shares in Q2 2025, an estimated $11.7K.
  • Coldstream Capital Management first reported a position in Artesian Resources in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Artesian Resources position peaked at $11.7K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.