Janney Montgomery Scott’s Artesian Resources ARTNA Stock Holding History

Janney Montgomery Scott’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	–	Sell	-13,456	Closed	-$425K	–	2754
2025 Q4	$425K	Sell	13,456 -616	-4%	-$19.8K	﹤0.01%	2318
2025 Q3	$459K	Buy	14,072 +3,621	+35%	+$120K	﹤0.01%	2201
2025 Q2	$351K	Sell	10,451 -13,550	-56%	-$459K	﹤0.01%	2249
2025 Q1	$784K	Buy	24,001 +13,650	+132%	+$428K	﹤0.01%	1698
2024 Q4	$327K	Sell	10,351 -1,000	-9%	-$34.3K	﹤0.01%	2251
2024 Q3	$422K	Buy	11,351 +2,670	+31%	+$100K	﹤0.01%	2081
2024 Q2	$305K	Sell	8,681 -3,400	-28%	-$123K	﹤0.01%	2200
2024 Q1	$448K	Buy	12,081 +678	+6%	+$24.7K	﹤0.01%	2085
2023 Q4	$473K	Buy	11,403 +2,300	+25%	+$96.2K	﹤0.01%	1946
2023 Q3	$382K	Sell	9,103 -2,166	-19%	-$100K	﹤0.01%	1974
2023 Q2	$532K	Buy	+11,269	New	+$592K	﹤0.01%	1815
2023 Q1	–	Sell	-10,028	Closed	-$587K	–	2509
2022 Q4	$587K	Sell	10,028 -104	-1%	-$5.48K	﹤0.01%	1670
2022 Q3	$488K	Buy	+10,132	New	+$539K	﹤0.01%	1717
2021 Q1	–	Sell	-8,104	Closed	-$300K	–	2209
2020 Q4	$300K	Hold	8,104	–	–	﹤0.01%	1887
2020 Q3	$279K	Sell	8,104 -282	-3%	-$9.98K	﹤0.01%	1744
2020 Q2	$304K	Sell	8,386 -1,068	-11%	-$37.5K	﹤0.01%	1623
2020 Q1	$353K	Buy	9,454 +1,491	+19%	+$54.5K	﹤0.01%	1405
2019 Q4	$296K	Hold	7,963	–	–	﹤0.01%	1715
2019 Q3	$295K	Hold	7,963	–	–	﹤0.01%	1697
2019 Q2	$296K	Hold	7,963	–	–	﹤0.01%	1705
2019 Q1	$297K	Sell	7,963 -50	-0.6%	-$1.85K	﹤0.01%	1678
2018 Q4	$279K	Sell	8,013 -60	-0.7%	-$2.16K	﹤0.01%	1605
2018 Q3	$297K	Sell	8,073 -6,691	-45%	-$249K	﹤0.01%	1721
2018 Q2	$572K	Sell	14,764 -203	-1%	-$7.7K	0.01%	1314
2018 Q1	$546K	Sell	14,967 -7,070	-32%	-$256K	0.01%	1289
2017 Q4	$850K	Sell	22,037 -70	-0.3%	-$2.8K	0.01%	1031
2017 Q3	$836K	Buy	22,107 +99	+0.4%	+$3.72K	0.01%	1009
2017 Q2	$828K	Buy	22,008 +7,942	+56%	+$297K	0.01%	967
2017 Q1	$458K	Sell	14,066 -241	-2%	-$7.67K	0.01%	1200
2016 Q4	$457K	Buy	14,307 +248	+2%	+$7.47K	0.01%	1121
2016 Q3	$401K	Buy	+14,059	New	+$432K	0.01%	1064
2016 Q2	–	Sell	-11,309	Closed	-$316K	–	678
2016 Q1	$316K	Buy	11,309 +16	+0.1%	+$447	0.01%	939
2015 Q4	$313K	Sell	11,293 -32	-0.3%	-$821	0.01%	1034
2015 Q3	$273K	Sell	11,325 -20,088	-64%	-$443K	0.01%	1100
2015 Q2	$663K	Sell	31,413 -1,157	-4%	-$24.8K	0.01%	1006
2015 Q1	$697K	Buy	32,570 +6,855	+27%	+$149K	0.01%	1104
2014 Q4	$581K	Sell	25,715 -1,264	-5%	-$27.4K	0.01%	1209
2014 Q3	$543K	Buy	26,979 +17,020	+171%	+$362K	0.01%	1216
2014 Q2	$224K	Buy	+9,959	New	+$220K	﹤0.01%	1859
2014 Q1	–	Sell	-9,001	Closed	-$207K	–	2038
2013 Q4	$207K	Buy	+9,001	New	+$203K	0.01%	1710

Other funds holding ARTNA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Janney Montgomery Scott's ARTNA Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Artesian Resources (ARTNA) in Q1 2026, closing a stake of 13,456 shares — an estimated $425K sold.

Janney Montgomery Scott first reported a position in ARTNA in Q4 2013 and held it in 40 quarters. The position peaked at $850K in Q4 2017. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

Janney Montgomery Scott reported no remaining Artesian Resources position as of Q1 2026 after selling out during the quarter.
Janney Montgomery Scott sold 13,456 Artesian Resources shares in Q1 2026, an estimated $425K.
Janney Montgomery Scott first reported a position in Artesian Resources in Q4 2013 and held it in 40 quarters.
Janney Montgomery Scott's Artesian Resources position peaked at $850K in Q4 2017.
105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.