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Perigon Wealth Management’s Artesian Resources ARTNA Stock Holding History

Perigon Wealth Management’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 		$282K Buy
8,291
+1,233
+17% +$39.9K ﹤0.01% 1155
2026
Q1 		$225K Buy
+7,058
New +$232K ﹤0.01% 1156

Other funds holding ARTNA

T. Rowe Price Investment Management
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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

Perigon Wealth Management's ARTNA Position: Q2 2026 in Review

Perigon Wealth Management increased its Artesian Resources (ARTNA) stake by 17% in Q2 2026, buying an estimated $39.9K and bringing the position to 8,291 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Perigon Wealth Management first reported a position in ARTNA in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • Perigon Wealth Management held 8,291 shares of Artesian Resources worth $282K as of Q2 2026.
  • Perigon Wealth Management bought 1,233 Artesian Resources shares in Q2 2026, an estimated $39.9K.
  • Artesian Resources made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1155 holding.
  • Perigon Wealth Management first reported a position in Artesian Resources in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.