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EverSource Wealth Advisors’s Artesian Resources ARTNA Stock Holding History

EverSource Wealth 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
Q1 		$9.65K Buy
303
+32
+12% +$1.05K ﹤0.01% 2938
2025
Q4 		$8.57K Buy
+271
New +$8.73K ﹤0.01% 2877
2024
Q2 		– Sell
-111
Closed -$3.88K – 3067
2024
Q1 		$3.88K Buy
+111
New +$4.05K ﹤0.01% 2165

Other funds holding ARTNA

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
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

EverSource Wealth Advisors's ARTNA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Artesian Resources (ARTNA) stake by 12% in Q1 2026, buying an estimated $1.05K and bringing the position to 303 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

EverSource Wealth Advisors first reported a position in ARTNA in Q1 2024 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • EverSource Wealth Advisors held 303 shares of Artesian Resources worth $9.65K as of Q1 2026.
  • EverSource Wealth Advisors bought 32 Artesian Resources shares in Q1 2026, an estimated $1.05K.
  • Artesian Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2938 holding.
  • EverSource Wealth Advisors first reported a position in Artesian Resources in Q1 2024 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.