Raymond James Financial
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Raymond James Financial’s Artesian Resources ARTNA Stock Holding History

Raymond James 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 		$274K Sell
8,603
-1,447
-14% -$47.5K ﹤0.01% 4706
2025
Q4 		$318K Buy
10,050
+524
+6% +$16.9K ﹤0.01% 4542
2025
Q3 		$311K Sell
9,526
-108
-1% -$3.58K ﹤0.01% 4393
2025
Q2 		$323K Buy
9,634
+1,110
+13% +$37.6K ﹤0.01% 4257
2025
Q1 		$278K Sell
8,524
-63
-0.7% -$1.98K ﹤0.01% 4260
2024
Q4 		$272K Buy
+8,587
New +$294K ﹤0.01% 4243

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

Raymond James Financial's ARTNA Position: Q1 2026 in Review

Raymond James Financial reduced its Artesian Resources (ARTNA) stake by 14% in Q1 2026, selling an estimated $47.5K and leaving 8,603 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #4706.

Raymond James Financial first reported a position in ARTNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $323K in Q2 2025. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • Raymond James Financial held 8,603 shares of Artesian Resources worth $274K as of Q1 2026.
  • Raymond James Financial sold 1,447 Artesian Resources shares in Q1 2026, an estimated $47.5K.
  • Artesian Resources made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4706 holding.
  • Raymond James Financial first reported a position in Artesian Resources in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Artesian Resources position peaked at $323K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.