CSM Advisors’s Artesian Resources ARTNA Stock Holding History

CSM 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
2025 Q3	–	Sell	-29,870	Closed	-$1M	–	406
2025 Q2	$1M	Buy	+29,870	New	+$1.01M	0.03%	303

Other funds holding ARTNA

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

CAM

Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return

RMA

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

CSM Advisors's ARTNA Position: Q3 2025 in Review

CSM Advisors sold out of Artesian Resources (ARTNA) in Q3 2025, closing a stake of 29,870 shares — an estimated $1M sold.

CSM Advisors first reported a position in ARTNA in Q2 2025 and held it in 1 quarter. The position peaked at $1M in Q2 2025. 102 funds tracked by Wall St. Rank hold ARTNA as of Q3 2025.

CSM Advisors reported no remaining Artesian Resources position as of Q3 2025 after selling out during the quarter.
CSM Advisors sold 29,870 Artesian Resources shares in Q3 2025, an estimated $1M.
CSM Advisors first reported a position in Artesian Resources in Q2 2025 and held it in 1 quarter.
CSM Advisors's Artesian Resources position peaked at $1M in Q2 2025.
102 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2025.

Based on CSM Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.