AF
AORT icon

Allworth Financial’s Artivion AORT Stock Holding History

Allworth Financial’s Portfolio AORT Stock Details AORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17K Buy
32
+5
+19% +$197 ﹤0.01% 4520
2025
Q4 		$1.23K Hold
27
– – ﹤0.01% 4298
2025
Q3 		$1.14K Buy
27
+4
+17% +$151 ﹤0.01% 4212
2025
Q2 		$716 Hold
23
– – ﹤0.01% 4044
2025
Q1 		$549 Hold
23
– – ﹤0.01% 3649
2024
Q4 		$708 Hold
23
– – ﹤0.01% 3504
2024
Q3 		$613 Hold
23
– – ﹤0.01% 3366
2024
Q2 		$627 Hold
23
– – ﹤0.01% 3305
2024
Q1 		$487 Hold
23
– – ﹤0.01% 3296
2023
Q4 		$412 Hold
23
– – ﹤0.01% 3173
2023
Q3 		$349 Buy
+23
New +$372 ﹤0.01% 3127

Other funds holding AORT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return