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
Q2 		$51K Buy
1,518
+19
+1% +$614 ﹤0.01% 3118
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 $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

Jones Financial Companies's ARTNA Position: Q2 2026 in Review

Jones Financial Companies increased its Artesian Resources (ARTNA) stake by 1.3% in Q2 2026, buying an estimated $614 and bringing the position to 1,518 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

Jones Financial Companies first reported a position in ARTNA in Q2 2022 and has held it in 11 quarters since. The position peaked at $93.3K in Q4 2023. 108 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • Jones Financial Companies held 1,518 shares of Artesian Resources worth $51K as of Q2 2026.
  • Jones Financial Companies bought 19 Artesian Resources shares in Q2 2026, an estimated $614.
  • Artesian Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3118 holding.
  • Jones Financial Companies first reported a position in Artesian Resources in Q2 2022 and has held it in 11 quarters since.
  • Jones Financial Companies's Artesian Resources position peaked at $93.3K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.