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 Q2	$20.8K	Hold	925	–	–	﹤0.01%	477
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 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 $3.37T AUM 44.26% 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

Colonial Trust Advisors's AORT Position: Q2 2026 in Review

Colonial Trust Advisors held its Artivion (AORT) position steady in Q2 2026 at 925 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Colonial Trust Advisors first reported a position in AORT in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.2K in Q4 2025. 207 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

Colonial Trust Advisors held 925 shares of Artivion worth $20.8K as of Q2 2026.
Colonial Trust Advisors left its Artivion share count unchanged in Q2 2026.
Artivion made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #477 holding.
Colonial Trust Advisors first reported a position in Artivion in Q4 2023 and has held it in 11 quarters since.
Colonial Trust Advisors's Artivion position peaked at $42.2K in Q4 2025.
207 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.