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VSM Wealth Advisory’s Artesian Resources ARTNA Stock Holding History

VSM Wealth Advisory’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 		$3.89K Hold
122
– – ﹤0.01% 423
2025
Q4 		$3.86K Hold
122
– – ﹤0.01% 389
2025
Q3 		$3.98K Hold
122
– – ﹤0.01% 385
2025
Q2 		$4.09K Hold
122
– – ﹤0.01% 441
2025
Q1 		$3.98K Sell
122
-300
-71% -$9.41K ﹤0.01% 421
2024
Q4 		$13.3K Buy
+422
New +$14.5K ﹤0.01% 318

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

VSM Wealth Advisory's ARTNA Position: Q1 2026 in Review

VSM Wealth Advisory held its Artesian Resources (ARTNA) position steady in Q1 2026 at 122 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

VSM Wealth Advisory first reported a position in ARTNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.3K in Q4 2024. 105 funds tracked by Wall St. Rank hold ARTNA as of Q1 2026.

  • VSM Wealth Advisory held 122 shares of Artesian Resources worth $3.89K as of Q1 2026.
  • VSM Wealth Advisory left its Artesian Resources share count unchanged in Q1 2026.
  • Artesian Resources made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #423 holding.
  • VSM Wealth Advisory first reported a position in Artesian Resources in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Artesian Resources position peaked at $13.3K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.