Rockefeller Capital Management
ARTNA icon

Rockefeller Capital Management’s Artesian Resources ARTNA Stock Holding History

Rockefeller Capital 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
2025
Q4 		– Sell
-25
Closed -$815 – 4680
2025
Q3 		$815 Buy
+25
New +$828 ﹤0.01% 4214
2023
Q1 		– Sell
-2,149
Closed -$125K – 2090
2022
Q4 		$125K Sell
2,149
-1,089
-34% -$57.3K ﹤0.01% 1907
2022
Q3 		$155K Sell
3,238
-4,328
-57% -$230K ﹤0.01% 1766
2022
Q2 		$372K Sell
7,566
-387
-5% -$18.2K ﹤0.01% 1374
2022
Q1 		$386K Buy
7,953
+60
+0.8% +$2.8K ﹤0.01% 1417
2021
Q4 		$365K Buy
7,893
+532
+7% +$22.4K ﹤0.01% 1428
2021
Q3 		$281K Buy
7,361
+1,625
+28% +$62.5K ﹤0.01% 1471
2021
Q2 		$210K Buy
5,736
+3,761
+190% +$150K ﹤0.01% 1494
2021
Q1 		$77K Buy
+1,975
New +$77.2K ﹤0.01% 1720
2019
Q2 		– Sell
-32
Closed -$1K – 1652
2019
Q1 		$1K Buy
+32
New +$1.18K ﹤0.01% 1836

Other funds holding ARTNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
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

Rockefeller Capital Management's ARTNA Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Artesian Resources (ARTNA) in Q4 2025, closing a stake of 25 shares — an estimated $815 sold.

Rockefeller Capital Management first reported a position in ARTNA in Q1 2019 and held it in 10 quarters. The position peaked at $386K in Q1 2022. 94 funds tracked by Wall St. Rank hold ARTNA as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Artesian Resources position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 25 Artesian Resources shares in Q4 2025, an estimated $815.
  • Rockefeller Capital Management first reported a position in Artesian Resources in Q1 2019 and held it in 10 quarters.
  • Rockefeller Capital Management's Artesian Resources position peaked at $386K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.