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Bernard Wealth Management’s Artivion AORT Stock Holding History

Bernard Wealth Management’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
2025
Q2 		– Sell
-200
Closed -$4.92K – 314
2025
Q1 		$4.92K Hold
200
– – ﹤0.01% 253
2024
Q4 		$5.72K Buy
+200
New +$5.55K ﹤0.01% 232

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Bernard Wealth Management's AORT Position: Q2 2025 in Review

Bernard Wealth Management sold out of Artivion (AORT) in Q2 2025, closing a stake of 200 shares — an estimated $4.92K sold.

Bernard Wealth Management first reported a position in AORT in Q4 2024 and held it in 2 quarters. The position peaked at $5.72K in Q4 2024. 188 funds tracked by Wall St. Rank hold AORT as of Q2 2025.

  • Bernard Wealth Management reported no remaining Artivion position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 200 Artivion shares in Q2 2025, an estimated $4.92K.
  • Bernard Wealth Management first reported a position in Artivion in Q4 2024 and held it in 2 quarters.
  • Bernard Wealth Management's Artivion position peaked at $5.72K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Artivion as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.