Cerity Partners’s Artivion AORT Stock Holding History

Cerity Partners’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	–	Sell	-6,415	Closed	-$235K	–	3413
2026 Q1	$235K	Buy	6,415 +205	+3%	+$8.09K	﹤0.01%	2778
2025 Q4	$283K	Buy	6,210 +1,366	+28%	+$60.8K	﹤0.01%	2444
2025 Q3	$205K	Buy	+4,844	New	+$183K	﹤0.01%	2491

Other funds holding AORT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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 Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

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

Cerity Partners's AORT Position: Q2 2026 in Review

Cerity Partners sold out of Artivion (AORT) in Q2 2026, closing a stake of 6,415 shares — an estimated $235K sold.

Cerity Partners first reported a position in AORT in Q3 2025 and held it in 3 quarters. The position peaked at $283K in Q4 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

Cerity Partners reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 6,415 Artivion shares in Q2 2026, an estimated $235K.
Cerity Partners first reported a position in Artivion in Q3 2025 and held it in 3 quarters.
Cerity Partners's Artivion position peaked at $283K in Q4 2025.
206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.