Creative Planning’s Artesian Resources ARTNA Stock Holding History

Creative Planning’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	$311K	Buy	+9,158	New	+$296K	﹤0.01%	3530
2025 Q3	–	Sell	-7,952	Closed	-$267K	–	3915
2025 Q2	$267K	Buy	+7,952	New	+$270K	﹤0.01%	3006
2024 Q4	–	Sell	-8,561	Closed	-$318K	–	3590
2024 Q3	$318K	Buy	8,561 +1,764	+26%	+$66.2K	﹤0.01%	2470
2024 Q2	$239K	Sell	6,797 -3,143	-32%	-$114K	﹤0.01%	2538
2024 Q1	$369K	Buy	+9,940	New	+$362K	﹤0.01%	2082
2023 Q4	–	Sell	-4,780	Closed	-$201K	–	2769
2023 Q3	$201K	Buy	+4,780	New	+$221K	﹤0.01%	2236
2021 Q2	–	Sell	-12,370	Closed	-$487K	–	2098
2021 Q1	$487K	Sell	12,370 -798	-6%	-$31.2K	﹤0.01%	1461
2020 Q4	$488K	Hold	13,168	–	–	﹤0.01%	1328
2020 Q3	$454K	Hold	13,168	–	–	﹤0.01%	1182
2020 Q2	$478K	Hold	13,168	–	–	﹤0.01%	1057
2020 Q1	$492K	Sell	13,168 -100	-0.8%	-$3.66K	﹤0.01%	955
2019 Q4	$494K	Sell	13,268 -700	-5%	-$25.9K	﹤0.01%	1114
2019 Q3	$517K	Hold	13,968	–	–	﹤0.01%	1041
2019 Q2	$519K	Hold	13,968	–	–	﹤0.01%	1054
2019 Q1	$521K	Hold	13,968	–	–	﹤0.01%	1005
2018 Q4	$487K	Hold	13,968	–	–	﹤0.01%	979
2018 Q3	$514K	Hold	13,968	–	–	﹤0.01%	1061
2018 Q2	$542K	Buy	13,968 +100	+0.7%	+$3.79K	﹤0.01%	1029
2018 Q1	$506K	Hold	13,868	–	–	﹤0.01%	1080
2017 Q4	$535K	Buy	13,868 +497	+4%	+$19.9K	﹤0.01%	1038
2017 Q3	$505K	Buy	13,371 +1,303	+11%	+$49K	﹤0.01%	1055
2017 Q2	$454K	Hold	12,068	–	–	﹤0.01%	1068
2017 Q1	$393K	Hold	12,068	–	–	﹤0.01%	1120
2016 Q4	$385K	Hold	12,068	–	–	﹤0.01%	1053
2016 Q3	$344K	Hold	12,068	–	–	﹤0.01%	1101
2016 Q2	$409K	Hold	12,068	–	–	﹤0.01%	880
2016 Q1	$337K	Buy	12,068 +70	+0.6%	+$1.95K	﹤0.01%	931
2015 Q4	$332K	Buy	11,998 +3,000	+33%	+$77K	﹤0.01%	943
2015 Q3	$217K	Buy	+8,998	New	+$199K	﹤0.01%	1151
2015 Q2	–	Sell	-5,999	Closed	-$128K	–	1212
2015 Q1	$128K	Buy	5,999 +999	+20%	+$21.7K	﹤0.01%	1438
2014 Q4	$113K	Hold	5,000	–	–	﹤0.01%	1487
2014 Q3	$101K	Hold	5,000	–	–	﹤0.01%	1467
2014 Q2	$112K	Sell	5,000 -438	-8%	-$9.69K	﹤0.01%	1367
2014 Q1	$122K	Hold	5,438	–	–	﹤0.01%	1270
2013 Q4	$125K	Hold	5,438	–	–	﹤0.01%	1075
2013 Q3	$121K	Hold	5,438	–	–	﹤0.01%	1000
2013 Q2	$121K	Buy	+5,438	New	+$121K	﹤0.01%	885

Other funds holding ARTNA

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFS

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

Creative Planning's ARTNA Position: Q2 2026 in Review

Creative Planning opened a new position in Artesian Resources (ARTNA) in Q2 2026: 9,158 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #3530 among its holdings. This is a return to the name: Creative Planning previously reported a position in ARTNA as recently as Q2 2025.

Creative Planning first reported a position in ARTNA in Q2 2013 and has held it in 37 quarters since. The position peaked at $542K in Q2 2018. 108 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

Creative Planning held 9,158 shares of Artesian Resources worth $311K as of Q2 2026.
Artesian Resources was a new Creative Planning position in Q2 2026.
Artesian Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3530 holding.
Creative Planning first reported a position in Artesian Resources in Q2 2013 and has held it in 37 quarters since.
Creative Planning's Artesian Resources position peaked at $542K in Q2 2018.
108 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.