Creative Planning
AORT icon

Creative Planning’s Artivion AORT Stock Holding History

Creative Planning’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 		$457K Buy
12,480
+847
+7% +$33.4K ﹤0.01% 3095
2025
Q4 		$531K Sell
11,633
-1,064
-8% -$47.4K ﹤0.01% 2786
2025
Q3 		$538K Sell
12,697
-1,575
-11% -$59.4K ﹤0.01% 2649
2025
Q2 		$444K Buy
14,272
+753
+6% +$20.4K ﹤0.01% 2569
2025
Q1 		$332K Buy
13,519
+253
+2% +$7.03K ﹤0.01% 2657
2024
Q4 		$379K Sell
13,266
-15,369
-54% -$426K ﹤0.01% 2479
2024
Q3 		$762K Buy
28,635
+18,486
+182% +$480K ﹤0.01% 1746
2024
Q2 		$260K Buy
+10,149
New +$227K ﹤0.01% 2483
2020
Q1 		– Sell
-7,706
Closed -$209K – 1873
2019
Q4 		$209K Buy
+7,706
New +$189K ﹤0.01% 1611
2018
Q4 		– Sell
-6,906
Closed -$243K – 1953
2018
Q3 		$243K Buy
+6,906
New +$223K ﹤0.01% 1547
2017
Q3 		– Sell
-6,806
Closed -$136K – 1973
2017
Q2 		$136K Buy
6,806
+200
+3% +$3.58K ﹤0.01% 1766
2017
Q1 		$110K Sell
6,606
-1,482
-18% -$26.2K ﹤0.01% 1886
2016
Q4 		$155K Hold
8,088
– – ﹤0.01% 1556
2016
Q3 		$142K Buy
8,088
+1,000
+14% +$15.1K ﹤0.01% 1610
2016
Q2 		$84K Sell
7,088
-459
-6% -$5.42K ﹤0.01% 1780
2016
Q1 		$81K Buy
7,547
+459
+6% +$4.67K ﹤0.01% 1755
2015
Q4 		$76K Hold
7,088
– – ﹤0.01% 1798
2015
Q3 		$69K Buy
+7,088
New +$74K ﹤0.01% 1820
2015
Q2 		– Sell
-10,192
Closed -$106K – 1193
2015
Q1 		$106K Buy
10,192
+4,319
+74% +$47.6K ﹤0.01% 1546
2014
Q4 		$67K Hold
5,873
– – ﹤0.01% 1800
2014
Q3 		$58K Hold
5,873
– – ﹤0.01% 1818
2014
Q2 		$53K Hold
5,873
– – ﹤0.01% 1840
2014
Q1 		$58K Sell
5,873
-2,500
-30% -$25.6K ﹤0.01% 1707
2013
Q4 		$93K Buy
8,373
+5,000
+148% +$47.1K ﹤0.01% 1231
2013
Q3 		$24K Buy
3,373
+3,000
+804% +$20.3K ﹤0.01% 1986
2013
Q2 		$2K Buy
+373
New +$2.28K ﹤0.01% 2808

Other funds holding AORT

BlackRock
BlackRock New York $5.72T 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 $5.12B 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

Creative Planning's AORT Position: Q1 2026 in Review

Creative Planning increased its Artivion (AORT) stake by 7.3% in Q1 2026, buying an estimated $33.4K and bringing the position to 12,480 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Creative Planning first reported a position in AORT in Q2 2013 and has held it in 26 quarters since. The position peaked at $762K in Q3 2024. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • Creative Planning held 12,480 shares of Artivion worth $457K as of Q1 2026.
  • Creative Planning bought 847 Artivion shares in Q1 2026, an estimated $33.4K.
  • Artivion made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3095 holding.
  • Creative Planning first reported a position in Artivion in Q2 2013 and has held it in 26 quarters since.
  • Creative Planning's Artivion position peaked at $762K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.