RMA
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Roffman Miller Associates’s Artesian Resources ARTNA Stock Holding History

Roffman Miller Associates’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 		$5.01M Buy
147,528
+1,474
+1% +$47.7K 0.26% 55
2026
Q1 		$4.65M Buy
146,054
+8,717
+6% +$286K 0.27% 54
2025
Q4 		$4.34M Buy
137,337
+19,342
+16% +$623K 0.24% 58
2025
Q3 		$3.85M Buy
117,995
+10,720
+10% +$355K 0.22% 58
2025
Q2 		$3.6M Buy
107,275
+15,981
+18% +$542K 0.21% 55
2025
Q1 		$2.98M Buy
91,294
+13,884
+18% +$435K 0.19% 57
2024
Q4 		$2.45M Sell
77,410
-1,502
-2% -$51.5K 0.15% 58
2024
Q3 		$2.93M Sell
78,912
-1,735
-2% -$65.1K 0.18% 58
2024
Q2 		$2.84M Sell
80,647
-4,866
-6% -$176K 0.19% 55
2024
Q1 		$3.17M Sell
85,513
-6,651
-7% -$242K 0.21% 54
2023
Q4 		$3.82M Sell
92,164
-5,115
-5% -$214K 0.27% 51
2023
Q3 		$4.08M Sell
97,279
-4,032
-4% -$186K 0.32% 46
2023
Q2 		$4.78M Sell
101,311
-1,365
-1% -$71.7K 0.36% 46
2023
Q1 		$5.68M Sell
102,676
-3,333
-3% -$191K 0.45% 45
2022
Q4 		$6.21M Sell
106,009
-623
-0.6% -$32.8K 0.51% 43
2022
Q3 		$5.13M Sell
106,632
-549
-0.5% -$29.2K 0.47% 46
2022
Q2 		$5.27M Buy
107,181
+866
+0.8% +$40.7K 0.46% 48
2022
Q1 		$5.16M Sell
106,315
-1,559
-1% -$72.7K 0.38% 51
2021
Q4 		$5M Buy
107,874
+5,203
+5% +$219K 0.34% 52
2021
Q3 		$3.92M Buy
102,671
+5,717
+6% +$220K 0.29% 52
2021
Q2 		$3.56M Buy
96,954
+2,600
+3% +$104K 0.27% 52
2021
Q1 		$3.72M Buy
94,354
+6,227
+7% +$243K 0.31% 51
2020
Q4 		$3.27M Sell
88,127
-696
-0.8% -$25.9K 0.28% 52
2020
Q3 		$3.06M Buy
88,823
+4,435
+5% +$157K 0.3% 52
2020
Q2 		$3.06M Buy
84,388
+2,927
+4% +$103K 0.3% 53
2020
Q1 		$3.04M Buy
81,461
+3,846
+5% +$141K 0.38% 46
2019
Q4 		$2.89M Buy
77,615
+5,316
+7% +$197K 0.29% 47
2019
Q3 		$2.67M Buy
72,299
+2,654
+4% +$95.9K 0.28% 46
2019
Q2 		$2.59M Sell
69,645
-148
-0.2% -$5.37K 0.28% 43
2019
Q1 		$2.6M Buy
69,793
+1,320
+2% +$48.8K 0.3% 41
2018
Q4 		$2.39M Sell
68,473
-4,413
-6% -$159K 0.31% 43
2018
Q3 		$2.68M Buy
72,886
+1,840
+3% +$68.5K 0.3% 45
2018
Q2 		$2.75M Sell
71,046
-385
-0.5% -$14.6K 0.34% 46
2018
Q1 		$2.61M Sell
71,431
-2,621
-4% -$94.8K 0.33% 47
2017
Q4 		$2.85M Buy
74,052
+523
+0.7% +$20.9K 0.35% 46
2017
Q3 		$2.78M Sell
73,529
-2,042
-3% -$76.8K 0.37% 46
2017
Q2 		$2.84M Sell
75,571
-1,417
-2% -$53.1K 0.39% 44
2017
Q1 		$2.51M Sell
76,988
-543
-0.7% -$17.3K 0.36% 47
2016
Q4 		$2.48M Sell
77,531
-945
-1% -$28.5K 0.37% 49
2016
Q3 		$2.24M Sell
78,476
-443
-0.6% -$13.6K 0.36% 48
2016
Q2 		$2.68M Sell
78,919
-2,624
-3% -$75.5K 0.44% 47
2016
Q1 		$2.28M Buy
81,543
+519
+0.6% +$14.5K 0.39% 49
2015
Q4 		$2.24M Sell
81,024
-10,229
-11% -$262K 0.41% 49
2015
Q3 		$2.2M Buy
91,253
+11,411
+14% +$252K 0.43% 49
2015
Q2 		$1.68M Buy
79,842
+6,611
+9% +$142K 0.32% 51
2015
Q1 		$1.57M Buy
73,231
+4,267
+6% +$92.7K 0.3% 50
2014
Q4 		$1.56M Buy
68,964
+3,705
+6% +$80.4K 0.3% 52
2014
Q3 		$1.31M Sell
65,259
-731
-1% -$15.5K 0.27% 53
2014
Q2 		$1.48M Sell
65,990
-1,754
-3% -$38.8K 0.31% 52
2014
Q1 		$1.52M Buy
67,744
+263
+0.4% +$5.87K 0.34% 52
2013
Q4 		$1.55M Sell
67,481
-3,655
-5% -$82.6K 0.36% 54
2013
Q3 		$1.58M Buy
71,136
+2,070
+3% +$46.7K 0.4% 55
2013
Q2 		$1.54M Buy
+69,066
New +$1.54M 0.41% 55

Other funds holding ARTNA

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Roffman Miller Associates's ARTNA Position: Q2 2026 in Review

Roffman Miller Associates increased its Artesian Resources (ARTNA) stake by 1% in Q2 2026, buying an estimated $47.7K and bringing the position to 147,528 shares worth $5.01M. The position accounts for 0.26% of the portfolio, ranked #55.

Roffman Miller Associates first reported a position in ARTNA in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.21M in Q4 2022. 20 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • Roffman Miller Associates held 147,528 shares of Artesian Resources worth $5.01M as of Q2 2026.
  • Roffman Miller Associates bought 1,474 Artesian Resources shares in Q2 2026, an estimated $47.7K.
  • Artesian Resources made up 0.26% of Roffman Miller Associates's portfolio in Q2 2026, its #55 holding.
  • Roffman Miller Associates first reported a position in Artesian Resources in Q2 2013 and has held it in 53 quarters since.
  • Roffman Miller Associates's Artesian Resources position peaked at $6.21M in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.