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Private Wealth Management Group’s Artesian Resources ARTNA Stock Holding History

Private Wealth Management Group’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 		$1.56K Hold
49
– – ﹤0.01% 1155
2025
Q4 		$1.55K Hold
49
– – ﹤0.01% 1160
2025
Q3 		$1.6K Hold
49
– – ﹤0.01% 1178
2025
Q2 		$1.65K Hold
49
– – ﹤0.01% 1146
2025
Q1 		$1.6K Hold
49
– – ﹤0.01% 1128
2024
Q4 		$1.55K Hold
49
– – ﹤0.01% 1184
2024
Q3 		$1.82K Hold
49
– – ﹤0.01% 1104
2024
Q2 		$1.72K Sell
49
-37
-43% -$1.34K ﹤0.01% 1102
2024
Q1 		$3.19K Buy
86
+37
+76% +$1.35K ﹤0.01% 787
2023
Q4 		$2.03K Buy
+49
New +$2.05K ﹤0.01% 974

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

Private Wealth Management Group's ARTNA Position: Q1 2026 in Review

Private Wealth Management Group held its Artesian Resources (ARTNA) position steady in Q1 2026 at 49 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Private Wealth Management Group first reported a position in ARTNA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.19K in Q1 2024. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • Private Wealth Management Group held 49 shares of Artesian Resources worth $1.56K as of Q1 2026.
  • Private Wealth Management Group left its Artesian Resources share count unchanged in Q1 2026.
  • Artesian Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1155 holding.
  • Private Wealth Management Group first reported a position in Artesian Resources in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Artesian Resources position peaked at $3.19K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.