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Colonial Trust Advisors’s Artivion AORT Stock Holding History

Colonial Trust 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
Q1 		$33.9K Hold
925
– – ﹤0.01% 393
2025
Q4 		$42.2K Hold
925
– – ﹤0.01% 364
2025
Q3 		$39.2K Hold
925
– – ﹤0.01% 367
2025
Q2 		$28.8K Hold
925
– – ﹤0.01% 403
2025
Q1 		$22.7K Hold
925
– – ﹤0.01% 414
2024
Q4 		$26.4K Hold
925
– – ﹤0.01% 384
2024
Q3 		$24.6K Hold
925
– – ﹤0.01% 411
2024
Q2 		$23.7K Hold
925
– – ﹤0.01% 407
2024
Q1 		$19.6K Hold
925
– – ﹤0.01% 478
2023
Q4 		$16.5K Buy
+925
New +$14.4K ﹤0.01% 443

Other funds holding AORT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $58.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return