AssetMark Inc
AORT icon

AssetMark Inc’s Artivion AORT Stock Holding History

AssetMark Inc’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
Q3 		$47.7K Buy
2,089
+955
+84% +$24.5K ﹤0.01% 1902
2026
Q2 		$25.5K Sell
1,134
-26
-2% -$727 ﹤0.01% 2088
2026
Q1 		$42.5K Hold
1,160
– – ﹤0.01% 1807
2025
Q4 		$52.9K Sell
1,160
-251
-18% -$11.2K ﹤0.01% 1701
2025
Q3 		$59.7K Hold
1,411
– – ﹤0.01% 1574
2025
Q2 		$43.9K Buy
1,411
+26
+2% +$704 ﹤0.01% 1603
2025
Q1 		$34K Hold
1,385
– – ﹤0.01% 1547
2024
Q4 		$39.6K Hold
1,385
– – ﹤0.01% 1483
2024
Q3 		$36.9K Hold
1,385
– – ﹤0.01% 1365
2024
Q2 		$35.5K Hold
1,385
– – ﹤0.01% 1289
2024
Q1 		$29.3K Hold
1,385
– – ﹤0.01% 1230
2023
Q4 		$24.8K Hold
1,385
– – ﹤0.01% 1266
2023
Q3 		$21K Hold
1,385
– – ﹤0.01% 1231
2023
Q2 		$23.8K Hold
1,385
– – ﹤0.01% 1188
2023
Q1 		$18.1K Hold
1,385
– – ﹤0.01% 1198
2022
Q4 		$16.8K Sell
1,385
-235
-15% -$2.82K ﹤0.01% 1233
2022
Q3 		$22K Buy
1,620
+235
+17% +$4.73K ﹤0.01% 1101
2022
Q2 		$26K Buy
1,385
+1,100
+386% +$21.2K ﹤0.01% 1065
2022
Q1 		$6K Sell
285
-1,375
-83% -$26.5K ﹤0.01% 1240
2021
Q4 		$34K Hold
1,660
– – ﹤0.01% 982
2021
Q3 		$37K Hold
1,660
– – ﹤0.01% 832
2021
Q2 		$47K Hold
1,660
– – ﹤0.01% 760
2021
Q1 		$37K Hold
1,660
– – ﹤0.01% 766
2020
Q4 		$39K Hold
1,660
– – ﹤0.01% 750
2020
Q3 		$31K Buy
1,660
+580
+54% +$11.1K ﹤0.01% 756
2020
Q2 		$21K Buy
1,080
+445
+70% +$9.44K ﹤0.01% 787
2020
Q1 		$11K Buy
+635
New +$16.3K ﹤0.01% 967
2018
Q1 		– Sell
-11
Closed – – 1428
2017
Q4 		$0 Buy
+11
New +$220 ﹤0.01% 1863

Other funds holding AORT

Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Summit Creek Advisors
Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

AssetMark Inc's AORT Position: Q3 2026 in Review

AssetMark Inc increased its Artivion (AORT) stake by 84% in Q3 2026, buying an estimated $24.5K and bringing the position to 2,089 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

AssetMark Inc first reported a position in AORT in Q4 2017 and has held it in 28 quarters since. The position peaked at $59.7K in Q3 2025. 63 funds tracked by Wall St. Rank hold AORT as of Q3 2026.

  • AssetMark Inc held 2,089 shares of Artivion worth $47.7K as of Q3 2026.
  • AssetMark Inc bought 955 Artivion shares in Q3 2026, an estimated $24.5K.
  • Artivion made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1902 holding.
  • AssetMark Inc first reported a position in Artivion in Q4 2017 and has held it in 28 quarters since.
  • AssetMark Inc's Artivion position peaked at $59.7K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Artivion as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.