Clearstead Trust’s Artivion AORT Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-39	Closed	-$1.65K	–	1039
2025 Q3	$1.65K	Hold	39	–	–	﹤0.01%	1059
2025 Q2	$1.21K	Buy	+39	New	+$1.05K	﹤0.01%	1089

Other funds holding AORT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

Clearstead Trust's AORT Position: Q4 2025 in Review

Clearstead Trust sold out of Artivion (AORT) in Q4 2025, closing a stake of 39 shares — an estimated $1.65K sold.

Clearstead Trust first reported a position in AORT in Q2 2025 and held it in 2 quarters. The position peaked at $1.65K in Q3 2025. 242 funds tracked by Wall St. Rank hold AORT as of Q4 2025.

Clearstead Trust reported no remaining Artivion position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 39 Artivion shares in Q4 2025, an estimated $1.65K.
Clearstead Trust first reported a position in Artivion in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Artivion position peaked at $1.65K in Q3 2025.
242 funds tracked by Wall St. Rank held Artivion as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.