LPL Financial
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LPL Financial’s Artesian Resources ARTNA Stock Holding History

LPL Financial’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 		$1.41M Buy
44,161
+470
+1% +$15.4K ﹤0.01% 3835
2025
Q4 		$1.38M Buy
43,691
+5,669
+15% +$183K ﹤0.01% 3745
2025
Q3 		$1.24M Sell
38,022
-705
-2% -$23.4K ﹤0.01% 3792
2025
Q2 		$1.3M Sell
38,727
-241
-0.6% -$8.17K ﹤0.01% 3517
2025
Q1 		$1.27M Buy
38,968
+643
+2% +$20.2K ﹤0.01% 3341
2024
Q4 		$1.21M Sell
38,325
-102
-0.3% -$3.5K ﹤0.01% 3333
2024
Q3 		$1.43M Sell
38,427
-891
-2% -$33.4K ﹤0.01% 3050
2024
Q2 		$1.38M Buy
39,318
+369
+0.9% +$13.4K ﹤0.01% 2945
2024
Q1 		$1.45M Sell
38,949
-372
-0.9% -$13.6K ﹤0.01% 2852
2023
Q4 		$1.63M Sell
39,321
-1,373
-3% -$57.4K ﹤0.01% 2610
2023
Q3 		$1.71M Buy
40,694
+253
+0.6% +$11.7K ﹤0.01% 2433
2023
Q2 		$1.91M Sell
40,441
-35
-0.1% -$1.84K ﹤0.01% 2294
2023
Q1 		$2.24M Buy
+40,476
New +$2.31M ﹤0.01% 2055

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

LPL Financial's ARTNA Position: Q1 2026 in Review

LPL Financial increased its Artesian Resources (ARTNA) stake by 1.1% in Q1 2026, buying an estimated $15.4K and bringing the position to 44,161 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3835.

LPL Financial first reported a position in ARTNA in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q1 2023. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • LPL Financial held 44,161 shares of Artesian Resources worth $1.41M as of Q1 2026.
  • LPL Financial bought 470 Artesian Resources shares in Q1 2026, an estimated $15.4K.
  • Artesian Resources made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3835 holding.
  • LPL Financial first reported a position in Artesian Resources in Q1 2023 and has held it in 13 quarters since.
  • LPL Financial's Artesian Resources position peaked at $2.24M in Q1 2023.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.