JWWM
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Johnson & White Wealth Management’s Artesian Resources ARTNA Stock Holding History

Johnson & White 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
2026
Q2 		$219K Sell
6,430
-219
-3% -$7.08K 0.08% 109
2026
Q1 		$212K Hold
6,649
– – 0.09% 102
2025
Q4 		$210K Hold
6,649
– – 0.09% 104
2025
Q3 		$217K Hold
6,649
– – 0.1% 104
2025
Q2 		$223K Sell
6,649
-491
-7% -$16.6K 0.11% 96
2025
Q1 		$233K Hold
7,140
– – 0.13% 91
2024
Q4 		$224K Sell
7,140
-146
-2% -$5K 0.14% 91
2024
Q3 		$271K Sell
7,286
-225
-3% -$8.44K 0.23% 48
2024
Q2 		$264K Hold
7,511
– – 0.25% 44
2024
Q1 		$279K Hold
7,511
– – 0.2% 67
2023
Q4 		$311K Hold
7,511
– – 0.26% 64
2023
Q3 		$315K Buy
+7,511
New +$347K 0.28% 59
2023
Q2 		– Sell
-7,511
Closed -$416K – 40
2023
Q1 		$416K Sell
7,511
-27,937
-79% -$1.6M 0.37% 57
2022
Q4 		$1.88M Buy
35,448
+27,684
+357% +$1.46M 1.89% 17
2022
Q3 		$374K Buy
+7,764
New +$413K 0.42% 56

Other funds holding ARTNA

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Johnson & White Wealth Management's ARTNA Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Artesian Resources (ARTNA) stake by 3.3% in Q2 2026, selling an estimated $7.08K and leaving 6,430 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #109.

Johnson & White Wealth Management first reported a position in ARTNA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q4 2022. 11 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • Johnson & White Wealth Management held 6,430 shares of Artesian Resources worth $219K as of Q2 2026.
  • Johnson & White Wealth Management sold 219 Artesian Resources shares in Q2 2026, an estimated $7.08K.
  • Artesian Resources made up 0.08% of Johnson & White Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Johnson & White Wealth Management first reported a position in Artesian Resources in Q3 2022 and has held it in 15 quarters since.
  • Johnson & White Wealth Management's Artesian Resources position peaked at $1.88M in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.