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Cornerstone Planning Group’s Artivion AORT Stock Holding History

Cornerstone Planning Group’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
-33
Closed -$1.19K – 1869
2026
Q1 		$1.19K Hold
33
– – ﹤0.01% 1417
2025
Q4 		$1.36K Hold
33
– – ﹤0.01% 1280
2025
Q3 		$1.51K Hold
33
– – ﹤0.01% 1216
2025
Q2 		$1.06K Hold
33
– – ﹤0.01% 1099
2025
Q1 		$785 Hold
33
– – ﹤0.01% 1184
2024
Q4 		$1.01K Hold
33
– – ﹤0.01% 952
2024
Q3 		$882 Hold
33
– – ﹤0.01% 963
2024
Q2 		$825 Buy
+33
New +$740 ﹤0.01% 985

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Cornerstone Planning Group's AORT Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Artivion (AORT) in Q2 2026, closing a stake of 33 shares — an estimated $1.19K sold.

Cornerstone Planning Group first reported a position in AORT in Q2 2024 and held it in 8 quarters. The position peaked at $1.51K in Q3 2025. 78 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 33 Artivion shares in Q2 2026, an estimated $1.19K.
  • Cornerstone Planning Group first reported a position in Artivion in Q2 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Artivion position peaked at $1.51K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.