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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
Q2 		$4.15K Hold
122
– – ﹤0.01% 421
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 $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

VSM Wealth Advisory's ARTNA Position: Q2 2026 in Review

VSM Wealth Advisory held its Artesian Resources (ARTNA) position steady in Q2 2026 at 122 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

VSM Wealth Advisory first reported a position in ARTNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q4 2024. 108 funds tracked by Wall St. Rank hold ARTNA as of Q2 2026.

  • VSM Wealth Advisory held 122 shares of Artesian Resources worth $4.15K as of Q2 2026.
  • VSM Wealth Advisory left its Artesian Resources share count unchanged in Q2 2026.
  • Artesian Resources made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #421 holding.
  • VSM Wealth Advisory first reported a position in Artesian Resources in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Artesian Resources position peaked at $13.3K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.