UBS Group
ARTNA icon

UBS Group’s Artesian Resources ARTNA Stock Holding History

UBS 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 		$5.45M Buy
171,173
+106,706
+166% +$3.5M ﹤0.01% 3999
2025
Q4 		$2.04M Sell
64,467
-946
-1% -$30.5K ﹤0.01% 4963
2025
Q3 		$2.13M Buy
65,413
+22,730
+53% +$753K ﹤0.01% 4883
2025
Q2 		$1.43M Sell
42,683
-83,189
-66% -$2.82M ﹤0.01% 5131
2025
Q1 		$4.11M Sell
125,872
-76,140
-38% -$2.39M ﹤0.01% 3992
2024
Q4 		$6.39M Buy
202,012
+161,136
+394% +$5.52M ﹤0.01% 3554
2024
Q3 		$1.52M Sell
40,876
-1,837
-4% -$68.9K ﹤0.01% 4263
2024
Q2 		$1.5M Sell
42,713
-12,829
-23% -$465K ﹤0.01% 4044
2024
Q1 		$2.06M Sell
55,542
-6,499
-10% -$237K ﹤0.01% 3933
2023
Q4 		$2.57M Buy
62,041
+11,681
+23% +$488K ﹤0.01% 3545
2023
Q3 		$2.11M Sell
50,360
-5,543
-10% -$256K ﹤0.01% 3392
2023
Q2 		$2.64M Buy
55,903
+3,845
+7% +$202K ﹤0.01% 3254
2023
Q1 		$2.88M Buy
52,058
+1,462
+3% +$83.6K ﹤0.01% 3039
2022
Q4 		$2.96M Buy
50,596
+1,136
+2% +$59.8K ﹤0.01% 2985
2022
Q3 		$2.38M Buy
49,460
+131
+0.3% +$6.96K ﹤0.01% 3013
2022
Q2 		$2.43M Sell
49,329
-4,208
-8% -$198K ﹤0.01% 2980
2022
Q1 		$2.6M Sell
53,537
-169
-0.3% -$7.88K ﹤0.01% 3182
2021
Q4 		$2.49M Buy
53,706
+5,311
+11% +$223K ﹤0.01% 3532
2021
Q3 		$1.85M Sell
48,395
-2,329
-5% -$89.5K ﹤0.01% 3640
2021
Q2 		$1.86M Buy
50,724
+11,502
+29% +$459K ﹤0.01% 3632
2021
Q1 		$1.54M Buy
39,222
+598
+2% +$23.4K ﹤0.01% 3821
2020
Q4 		$1.43M Buy
38,624
+800
+2% +$29.7K ﹤0.01% 3714
2020
Q3 		$1.3M Sell
37,824
-2,155
-5% -$76.3K ﹤0.01% 3446
2020
Q2 		$1.45M Sell
39,979
-6,547
-14% -$230K ﹤0.01% 3177
2020
Q1 		$1.74M Buy
46,526
+23,843
+105% +$872K ﹤0.01% 2885
2019
Q4 		$844K Buy
22,683
+3,950
+21% +$146K ﹤0.01% 4367
2019
Q3 		$693K Buy
18,733
+3,374
+22% +$122K ﹤0.01% 4278
2019
Q2 		$571K Buy
15,359
+2,218
+17% +$80.5K ﹤0.01% 4194
2019
Q1 		$490K Sell
13,141
-3,930
-23% -$145K ﹤0.01% 4079
2018
Q4 		$595K Buy
17,071
+180
+1% +$6.49K ﹤0.01% 4137
2018
Q3 		$622K Buy
16,891
+2,144
+15% +$79.8K ﹤0.01% 4258
2018
Q2 		$571K Sell
14,747
-1,281
-8% -$48.6K ﹤0.01% 4219
2018
Q1 		$585K Sell
16,028
-3,157
-16% -$114K ﹤0.01% 4105
2017
Q4 		$740K Sell
19,185
-177
-0.9% -$7.08K ﹤0.01% 4015
2017
Q3 		$732K Sell
19,362
-1,022
-5% -$38.4K ﹤0.01% 3941
2017
Q2 		$768K Sell
20,384
-2,740
-12% -$103K ﹤0.01% 3817
2017
Q1 		$752K Sell
23,124
-17,062
-42% -$543K ﹤0.01% 3750
2016
Q4 		$1.28M Buy
40,186
+542
+1% +$16.3K ﹤0.01% 3335
2016
Q3 		$1.13M Sell
39,644
-3,617
-8% -$111K ﹤0.01% 3325
2016
Q2 		$1.47M Sell
43,261
-104
-0.2% -$2.99K ﹤0.01% 3035
2016
Q1 		$1.21M Sell
43,365
-29,753
-41% -$830K ﹤0.01% 3091
2015
Q4 		$2.02M Sell
73,118
-21,759
-23% -$558K ﹤0.01% 2779
2015
Q3 		$2.29M Buy
94,877
+5,393
+6% +$119K ﹤0.01% 2614
2015
Q2 		$1.89M Buy
89,484
+40,089
+81% +$861K ﹤0.01% 3035
2015
Q1 		$1.06M Buy
49,395
+9,478
+24% +$206K ﹤0.01% 3520
2014
Q4 		$901K Buy
+39,917
New +$867K ﹤0.01% 3657

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

UBS Group's ARTNA Position: Q1 2026 in Review

UBS Group increased its Artesian Resources (ARTNA) stake by 166% in Q1 2026, buying an estimated $3.5M and bringing the position to 171,173 shares worth $5.45M. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

UBS Group first reported a position in ARTNA in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.39M in Q4 2024. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • UBS Group held 171,173 shares of Artesian Resources worth $5.45M as of Q1 2026.
  • UBS Group bought 106,706 Artesian Resources shares in Q1 2026, an estimated $3.5M.
  • Artesian Resources made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3999 holding.
  • UBS Group first reported a position in Artesian Resources in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Artesian Resources position peaked at $6.39M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.