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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
Q2 		$9.79K Sell
288
-15
-5% -$485 ﹤0.01% 2927
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 $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
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

EverSource Wealth Advisors's ARTNA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Artesian Resources (ARTNA) stake by 5% in Q2 2026, selling an estimated $485 and leaving 288 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

EverSource Wealth Advisors first reported a position in ARTNA in Q1 2024 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • EverSource Wealth Advisors held 288 shares of Artesian Resources worth $9.79K as of Q2 2026.
  • EverSource Wealth Advisors sold 15 Artesian Resources shares in Q2 2026, an estimated $485.
  • Artesian Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2927 holding.
  • EverSource Wealth Advisors first reported a position in Artesian Resources in Q1 2024 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.