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 Q1	$225K	Buy	+7,058	New	+$232K	﹤0.01%	1156

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

Perigon Wealth Management's ARTNA Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Artesian Resources (ARTNA) in Q1 2026: 7,058 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1156 among its holdings.

105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

Perigon Wealth Management held 7,058 shares of Artesian Resources worth $225K as of Q1 2026.
Artesian Resources was a new Perigon Wealth Management position in Q1 2026.
Artesian Resources made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1156 holding.
105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.