CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Artivion AORT Stock Holding History

CAPTRUST Financial Advisors’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 		$270K Buy
7,368
+2,893
+65% +$114K ﹤0.01% 2458
2025
Q4 		$204K Sell
4,475
-831
-16% -$37K ﹤0.01% 2513
2025
Q3 		$225K Buy
+5,306
New +$200K ﹤0.01% 2349
2022
Q3 		– Sell
-2,057
Closed -$39K – 2158
2022
Q2 		$39K Sell
2,057
-144
-7% -$2.78K ﹤0.01% 2937
2022
Q1 		$47K Buy
2,201
+1,324
+151% +$25.6K ﹤0.01% 2813
2021
Q4 		$18K Sell
877
-36
-4% -$726 ﹤0.01% 3344
2021
Q3 		$20K Buy
913
+283
+45% +$7.29K ﹤0.01% 3160
2021
Q2 		$18K Buy
630
+300
+91% +$8.18K ﹤0.01% 3163
2021
Q1 		$7K Buy
330
+255
+340% +$6.24K ﹤0.01% 3589
2020
Q4 		$2K Buy
+75
New +$1.52K ﹤0.01% 3080

Other funds holding AORT

BlackRock
BlackRock New York $5.72T 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 $5.12B 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

CAPTRUST Financial Advisors's AORT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Artivion (AORT) stake by 65% in Q1 2026, buying an estimated $114K and bringing the position to 7,368 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

CAPTRUST Financial Advisors first reported a position in AORT in Q4 2020 and has held it in 10 quarters since. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • CAPTRUST Financial Advisors held 7,368 shares of Artivion worth $270K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,893 Artivion shares in Q1 2026, an estimated $114K.
  • Artivion made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2458 holding.
  • CAPTRUST Financial Advisors first reported a position in Artivion in Q4 2020 and has held it in 10 quarters since.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.