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Copeland Capital Management’s Artesian Resources ARTNA Stock Holding History

Copeland 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
2026
Q1 		$65.7K Buy
2,063
+76
+4% +$2.5K ﹤0.01% 209
2025
Q4 		$62.8K Buy
+1,987
New +$64K ﹤0.01% 199

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Copeland Capital Management's ARTNA Position: Q1 2026 in Review

Copeland Capital Management increased its Artesian Resources (ARTNA) stake by 3.8% in Q1 2026, buying an estimated $2.5K and bringing the position to 2,063 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Copeland Capital Management first reported a position in ARTNA in Q4 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • Copeland Capital Management held 2,063 shares of Artesian Resources worth $65.7K as of Q1 2026.
  • Copeland Capital Management bought 76 Artesian Resources shares in Q1 2026, an estimated $2.5K.
  • Artesian Resources made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #209 holding.
  • Copeland Capital Management first reported a position in Artesian Resources in Q4 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.