Parallel Advisors’s Artesian Resources ARTNA Stock Holding History

Parallel Advisors’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
2025 Q4	–	Sell	-9	Closed	-$293	–	3631
2025 Q3	$293	Sell	9 -42	-82%	-$1.39K	﹤0.01%	3399
2025 Q2	$1.71K	Buy	+51	New	+$1.73K	﹤0.01%	3075
2024 Q4	–	Sell	-667	Closed	-$24.8K	–	3523
2024 Q3	$24.8K	Hold	667	–	–	﹤0.01%	1976
2024 Q2	$23.5K	Sell	667 -110	-14%	-$3.98K	﹤0.01%	1892
2024 Q1	$28.8K	Buy	+777	New	+$28.3K	﹤0.01%	1780
2023 Q4	–	Sell	-227	Closed	-$9.53K	–	3328
2023 Q3	$9.53K	Buy	227 +199	+711%	+$9.19K	﹤0.01%	2229
2023 Q2	$1.32K	Sell	28 -21	-43%	-$1.1K	﹤0.01%	2863
2023 Q1	$2.72K	Sell	49 -1	-2%	-$57	﹤0.01%	2651
2022 Q4	$2.94K	Buy	50 +22	+79%	+$1.16K	﹤0.01%	2534
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	2846
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	2697
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	2688
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	2822
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	2798
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	2679
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	2574
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	2393
2020 Q3	$1K	Buy	+28	New	+$991	﹤0.01%	2401

Other funds holding ARTNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

CAM

Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Parallel Advisors's ARTNA Position: Q4 2025 in Review

Parallel Advisors sold out of Artesian Resources (ARTNA) in Q4 2025, closing a stake of 9 shares — an estimated $293 sold.

Parallel Advisors first reported a position in ARTNA in Q3 2020 and held it in 18 quarters. The position peaked at $28.8K in Q1 2024. 94 funds tracked by Wall St. Rank hold ARTNA as of Q4 2025.

Parallel Advisors reported no remaining Artesian Resources position as of Q4 2025 after selling out during the quarter.
Parallel Advisors sold 9 Artesian Resources shares in Q4 2025, an estimated $293.
Parallel Advisors first reported a position in Artesian Resources in Q3 2020 and held it in 18 quarters.
Parallel Advisors's Artesian Resources position peaked at $28.8K in Q1 2024.
94 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.