SVB Wealth’s Artesian Resources ARTNA Stock Holding History

SVB Wealth’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 Q2	–	Sell	-82	Closed	-$2.68K	–	552
2025 Q1	$2.68K	Buy	+82	New	+$2.57K	﹤0.01%	1168

Other funds holding ARTNA

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SVB Wealth's ARTNA Position: Q2 2025 in Review

SVB Wealth sold out of Artesian Resources (ARTNA) in Q2 2025, closing a stake of 82 shares — an estimated $2.68K sold.

SVB Wealth first reported a position in ARTNA in Q1 2025 and held it in 1 quarter. The position peaked at $2.68K in Q1 2025. 100 funds tracked by Wall St. Rank hold ARTNA as of Q2 2025.

SVB Wealth reported no remaining Artesian Resources position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 82 Artesian Resources shares in Q2 2025, an estimated $2.68K.
SVB Wealth first reported a position in Artesian Resources in Q1 2025 and held it in 1 quarter.
SVB Wealth's Artesian Resources position peaked at $2.68K in Q1 2025.
100 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.