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
Q2 		$1.3K Buy
58
+26
+81% +$727 ﹤0.01% 4651
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 $6.73T AUM 46.02% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Allworth Financial's AORT Position: Q2 2026 in Review

Allworth Financial increased its Artivion (AORT) stake by 81% in Q2 2026, buying an estimated $727 and bringing the position to 58 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4651.

Allworth Financial first reported a position in AORT in Q3 2023 and has held it in 12 quarters since. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Allworth Financial held 58 shares of Artivion worth $1.3K as of Q2 2026.
  • Allworth Financial bought 26 Artivion shares in Q2 2026, an estimated $727.
  • Artivion made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4651 holding.
  • Allworth Financial first reported a position in Artivion in Q3 2023 and has held it in 12 quarters since.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.