Carson Wealth (CWM LLC)
AORT icon

Carson Wealth (CWM LLC)’s Artivion AORT Stock Holding History

Carson Wealth (CWM LLC)’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 		$48.5K Buy
1,325
+23
+2% +$907 ﹤0.01% 3835
2025
Q4 		$59K Buy
1,302
+17
+1% +$757 ﹤0.01% 3471
2025
Q3 		$54K Buy
1,285
+215
+20% +$8.1K ﹤0.01% 3458
2025
Q2 		$33K Buy
1,070
+92
+9% +$2.49K ﹤0.01% 3574
2025
Q1 		$24K Sell
978
-61
-6% -$1.69K ﹤0.01% 3525
2024
Q4 		$30K Buy
1,039
+80
+8% +$2.22K ﹤0.01% 3161
2024
Q3 		$26K Buy
959
+48
+5% +$1.25K ﹤0.01% 3194
2024
Q2 		$23K Buy
911
+117
+15% +$2.62K ﹤0.01% 3008
2024
Q1 		$17K Buy
794
+6
+0.8% +$112 ﹤0.01% 2994
2023
Q4 		$14K Sell
788
-194
-20% -$3.02K ﹤0.01% 2968
2023
Q3 		$15K Hold
982
– – ﹤0.01% 2861
2023
Q2 		$17K Buy
982
+156
+19% +$2.3K ﹤0.01% 2732
2023
Q1 		$11K Sell
826
-38
-4% -$486 ﹤0.01% 2873
2022
Q4 		$10K Buy
864
+44
+5% +$528 ﹤0.01% 2780
2022
Q3 		$11K Buy
+820
New +$16.5K ﹤0.01% 2605
2016
Q4 		– Sell
-3,987
Closed -$70K – 1099
2016
Q3 		$70K Hold
3,987
– – ﹤0.01% 377
2016
Q2 		$47K Hold
3,987
– – ﹤0.01% 378
2016
Q1 		$43K Hold
3,987
– – ﹤0.01% 360
2015
Q4 		$43K Hold
3,987
– – ﹤0.01% 332
2015
Q3 		$39K Buy
+3,987
New +$41.6K ﹤0.01% 304
2014
Q1 		– Sell
-7,975
Closed -$88K – 164
2013
Q4 		$88K Hold
7,975
– – 0.01% 209
2013
Q3 		$56K Buy
+7,975
New +$54K 0.01% 179

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $3.37T AUM 44.26% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AORT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Artivion (AORT) stake by 1.8% in Q1 2026, buying an estimated $907 and bringing the position to 1,325 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3835.

Carson Wealth (CWM LLC) first reported a position in AORT in Q3 2013 and has held it in 22 quarters since. The position peaked at $88K in Q4 2013. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,325 shares of Artivion worth $48.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23 Artivion shares in Q1 2026, an estimated $907.
  • Artivion made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3835 holding.
  • Carson Wealth (CWM LLC) first reported a position in Artivion in Q3 2013 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Artivion position peaked at $88K in Q4 2013.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.