Key Financial Inc’s Artesian Resources ARTNA Stock Holding History

Key Financial Inc’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	$96.3K	Hold	3,025	–	–	0.02%	411
2025 Q4	$95.6K	Hold	3,025	–	–	0.02%	403
2025 Q3	$96.1K	Hold	3,025	–	–	0.02%	402
2025 Q2	$102K	Hold	3,025	–	–	0.02%	383
2025 Q1	$98.8K	Hold	3,025	–	–	0.02%	364
2024 Q4	$95.7K	Hold	3,025	–	–	0.02%	364
2024 Q3	$112K	Hold	3,025	–	–	0.02%	335
2024 Q2	$106K	Hold	3,025	–	–	0.03%	328
2024 Q1	$112K	Hold	3,025	–	–	0.03%	300
2023 Q4	$125K	Hold	3,025	–	–	0.03%	266
2023 Q3	$127K	Hold	3,025	–	–	0.04%	250
2023 Q2	$143K	Hold	3,025	–	–	0.05%	245
2023 Q1	$167K	Hold	3,025	–	–	0.06%	218
2022 Q4	$146K	Hold	3,025	–	–	0.07%	199
2022 Q3	$146K	Hold	3,025	–	–	0.07%	199
2022 Q2	$152K	Hold	3,025	–	–	0.08%	185
2022 Q1	$147K	Hold	3,025	–	–	0.07%	202
2021 Q4	$140K	Hold	3,025	–	–	0.07%	185
2021 Q3	$115K	Hold	3,025	–	–	0.07%	200
2021 Q2	$118K	Buy	+3,025	New	+$121K	0.07%	204

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

Key Financial Inc's ARTNA Position: Q1 2026 in Review

Key Financial Inc held its Artesian Resources (ARTNA) position steady in Q1 2026 at 3,025 shares worth $96.3K. The position accounts for 0.02% of the portfolio, ranked #411.

Key Financial Inc first reported a position in ARTNA in Q2 2021 and has held it in 20 quarters since. The position peaked at $167K in Q1 2023. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

Key Financial Inc held 3,025 shares of Artesian Resources worth $96.3K as of Q1 2026.
Key Financial Inc left its Artesian Resources share count unchanged in Q1 2026.
Artesian Resources made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #411 holding.
Key Financial Inc first reported a position in Artesian Resources in Q2 2021 and has held it in 20 quarters since.
Key Financial Inc's Artesian Resources position peaked at $167K in Q1 2023.
105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.