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Gitterman Wealth Management’s Artesian Resources ARTNA Stock Holding History

Gitterman Wealth Management’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 		$233K Buy
7,134
+3,921
+122% +$130K 0.05% 114
2025
Q2 		$108K Buy
+3,213
New +$109K 0.03% 242

Other funds holding ARTNA

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
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

Gitterman Wealth Management's ARTNA Position: Q3 2025 in Review

Gitterman Wealth Management increased its Artesian Resources (ARTNA) stake by 122% in Q3 2025, buying an estimated $130K and bringing the position to 7,134 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #114.

Gitterman Wealth Management first reported a position in ARTNA in Q2 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold ARTNA as of Q3 2025.

  • Gitterman Wealth Management held 7,134 shares of Artesian Resources worth $233K as of Q3 2025.
  • Gitterman Wealth Management bought 3,921 Artesian Resources shares in Q3 2025, an estimated $130K.
  • Artesian Resources made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #114 holding.
  • Gitterman Wealth Management first reported a position in Artesian Resources in Q2 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.