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Clearstead Advisors’s Artivion AORT Stock Holding History

Clearstead 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 		$135 Buy
+6
New +$168 ﹤0.01% 3292
2021
Q4 		– Sell
-594
Closed -$13K – 1273
2021
Q3 		$13K Buy
+594
New +$15.3K ﹤0.01% 899

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 $3.38T AUM 44.17% 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

Clearstead Advisors's AORT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Artivion (AORT) in Q2 2026: 6 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #3292 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AORT as recently as Q3 2021.

Clearstead Advisors first reported a position in AORT in Q3 2021 and has held it in 2 quarters since. The position peaked at $13K in Q3 2021. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Clearstead Advisors held 6 shares of Artivion worth $135 as of Q2 2026.
  • Artivion was a new Clearstead Advisors position in Q2 2026.
  • Artivion made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3292 holding.
  • Clearstead Advisors first reported a position in Artivion in Q3 2021 and has held it in 2 quarters since.
  • Clearstead Advisors's Artivion position peaked at $13K in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.