Wilmington Savings Fund Society’s Artesian Resources ARTNA Stock Holding History

Wilmington Savings Fund Society’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 Q4	–	Sell	-1,000	Closed	-$32.6K	–	1381
2025 Q3	$32.6K	Hold	1,000	–	–	﹤0.01%	976
2025 Q2	$33.6K	Hold	1,000	–	–	﹤0.01%	1324
2025 Q1	$32.6K	Buy	+1,000	New	+$31.4K	﹤0.01%	1314
2018 Q3	–	Sell	-5,941	Closed	-$230K	–	363
2018 Q2	$230K	Buy	+5,941	New	+$225K	0.01%	329
2017 Q1	–	Sell	-6,500	Closed	-$208K	–	340
2016 Q4	$208K	Buy	+6,500	New	+$196K	0.01%	309
2016 Q3	–	Sell	-6,500	Closed	-$221K	–	333
2016 Q2	$221K	Buy	+6,500	New	+$187K	0.01%	307

Other funds holding ARTNA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

KAS

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

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

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

CAM

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

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wilmington Savings Fund Society's ARTNA Position: Q4 2025 in Review

Wilmington Savings Fund Society sold out of Artesian Resources (ARTNA) in Q4 2025, closing a stake of 1,000 shares — an estimated $32.6K sold.

Wilmington Savings Fund Society first reported a position in ARTNA in Q2 2016 and held it in 6 quarters. The position peaked at $230K in Q2 2018. 94 funds tracked by Wall St. Rank hold ARTNA as of Q4 2025.

Wilmington Savings Fund Society reported no remaining Artesian Resources position as of Q4 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 1,000 Artesian Resources shares in Q4 2025, an estimated $32.6K.
Wilmington Savings Fund Society first reported a position in Artesian Resources in Q2 2016 and held it in 6 quarters.
Wilmington Savings Fund Society's Artesian Resources position peaked at $230K in Q2 2018.
94 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2025, filed 12 Feb 2026.