CoreCap Advisors’s Artesian Resources ARTNA Stock Holding History

CoreCap 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 Q2	–	Sell	-143	Closed	-$4.55K	–	3177
2026 Q1	$4.55K	Hold	143	–	–	﹤0.01%	2200
2025 Q4	$4.52K	Hold	143	–	–	﹤0.01%	2244
2025 Q3	$4.66K	Hold	143	–	–	﹤0.01%	2188
2025 Q2	$4.8K	Buy	+143	New	+$4.85K	﹤0.01%	2129

Other funds holding ARTNA

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

KTC

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CoreCap Advisors's ARTNA Position: Q2 2026 in Review

CoreCap Advisors sold out of Artesian Resources (ARTNA) in Q2 2026, closing a stake of 143 shares — an estimated $4.55K sold.

CoreCap Advisors first reported a position in ARTNA in Q2 2025 and held it in 4 quarters. The position peaked at $4.8K in Q2 2025. 11 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

CoreCap Advisors reported no remaining Artesian Resources position as of Q2 2026 after selling out during the quarter.
CoreCap Advisors sold 143 Artesian Resources shares in Q2 2026, an estimated $4.55K.
CoreCap Advisors first reported a position in Artesian Resources in Q2 2025 and held it in 4 quarters.
CoreCap Advisors's Artesian Resources position peaked at $4.8K in Q2 2025.
11 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.