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Atria Investments’s Artivion AORT Stock Holding History

Atria Investments’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 		– Sell
-6,157
Closed -$281K – 2040
2025
Q4 		$281K Sell
6,157
-626
-9% -$27.9K ﹤0.01% 1768
2025
Q3 		$287K Sell
6,783
-1,058
-13% -$39.9K ﹤0.01% 1746
2025
Q2 		$244K Buy
+7,841
New +$212K ﹤0.01% 1814

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Atria Investments's AORT Position: Q1 2026 in Review

Atria Investments sold out of Artivion (AORT) in Q1 2026, closing a stake of 6,157 shares — an estimated $281K sold.

Atria Investments first reported a position in AORT in Q2 2025 and held it in 3 quarters. The position peaked at $287K in Q3 2025. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • Atria Investments reported no remaining Artivion position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 6,157 Artivion shares in Q1 2026, an estimated $281K.
  • Atria Investments first reported a position in Artivion in Q2 2025 and held it in 3 quarters.
  • Atria Investments's Artivion position peaked at $287K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.