Copeland Capital Management
ARTNA icon

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
Q3 		$83.4K Buy
2,511
+7
+0.3% +$243 ﹤0.01% 236
2026
Q2 		$85.1K Buy
2,504
+441
+21% +$14.3K ﹤0.01% 194
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

Other funds holding ARTNA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Costello Asset Management
Costello Asset Management Feasterville, Pennsylvania $332M AUM 19.63% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
FCA Corp
FCA Corp Houston, Texas $409M AUM 16.43% 1-Year Est. Return

Copeland Capital Management's ARTNA Position: Q3 2026 in Review

Copeland Capital Management increased its Artesian Resources (ARTNA) stake by 0.28% in Q3 2026, buying an estimated $243 and bringing the position to 2,511 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Copeland Capital Management first reported a position in ARTNA in Q4 2025 and has held it in 4 quarters since. The position peaked at $85.1K in Q2 2026. 66 funds tracked by Wall St. Rank hold ARTNA as of Q3 2026.

  • Copeland Capital Management held 2,511 shares of Artesian Resources worth $83.4K as of Q3 2026.
  • Copeland Capital Management bought 7 Artesian Resources shares in Q3 2026, an estimated $243.
  • Artesian Resources made up ﹤0.01% of Copeland Capital Management's portfolio in Q3 2026, its #236 holding.
  • Copeland Capital Management first reported a position in Artesian Resources in Q4 2025 and has held it in 4 quarters since.
  • Copeland Capital Management's Artesian Resources position peaked at $85.1K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2026.

Based on Copeland Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.