Jones Financial Companies
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Jones Financial Companies’s Artesian Resources ARTNA Stock Holding History

Jones Financial Companies’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 		$48.1K Buy
1,499
+42
+3% +$1.38K ﹤0.01% 2970
2025
Q4 		$46.1K Buy
1,457
+22
+2% +$709 ﹤0.01% 2566
2025
Q3 		$46.6K Buy
1,435
+408
+40% +$13.5K ﹤0.01% 2411
2025
Q2 		$34.6K Buy
1,027
+494
+93% +$16.7K ﹤0.01% 2368
2025
Q1 		$17.4K Buy
533
+283
+113% +$8.88K ﹤0.01% 2489
2024
Q4 		$7.91K Hold
250
– – ﹤0.01% 2611
2024
Q3 		$9.16K Hold
250
– – ﹤0.01% 2240
2024
Q2 		$8.79K Buy
+250
New +$9.05K ﹤0.01% 1797
2024
Q1 		– Sell
-2,250
Closed -$93.3K – 1365
2023
Q4 		$93.3K Buy
+2,250
New +$94.1K ﹤0.01% 408
2022
Q3 		– Sell
-104
Closed -$5K – 540
2022
Q2 		$5K Buy
+104
New +$4.89K ﹤0.01% 538

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

Jones Financial Companies's ARTNA Position: Q1 2026 in Review

Jones Financial Companies increased its Artesian Resources (ARTNA) stake by 2.9% in Q1 2026, buying an estimated $1.38K and bringing the position to 1,499 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Jones Financial Companies first reported a position in ARTNA in Q2 2022 and has held it in 10 quarters since. The position peaked at $93.3K in Q4 2023. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • Jones Financial Companies held 1,499 shares of Artesian Resources worth $48.1K as of Q1 2026.
  • Jones Financial Companies bought 42 Artesian Resources shares in Q1 2026, an estimated $1.38K.
  • Artesian Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2970 holding.
  • Jones Financial Companies first reported a position in Artesian Resources in Q2 2022 and has held it in 10 quarters since.
  • Jones Financial Companies's Artesian Resources position peaked at $93.3K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.