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
Q2 		$207K Buy
9,205
+1,837
+25% +$51.4K ﹤0.01% 2861
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 $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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's AORT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Artivion (AORT) stake by 25% in Q2 2026, buying an estimated $51.4K and bringing the position to 9,205 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

CAPTRUST Financial Advisors first reported a position in AORT in Q4 2020 and has held it in 11 quarters since. The position peaked at $270K in Q1 2026. 207 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • CAPTRUST Financial Advisors held 9,205 shares of Artivion worth $207K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,837 Artivion shares in Q2 2026, an estimated $51.4K.
  • Artivion made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2861 holding.
  • CAPTRUST Financial Advisors first reported a position in Artivion in Q4 2020 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Artivion position peaked at $270K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.