Diversified Trust’s Artivion AORT Stock Holding History

Diversified 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	-4,725	Closed	-$200K	–	1044
2025 Q3	$200K	Buy	+4,725	New	+$178K	﹤0.01%	936

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

Diversified Trust's AORT Position: Q4 2025 in Review

Diversified Trust sold out of Artivion (AORT) in Q4 2025, closing a stake of 4,725 shares — an estimated $200K sold.

Diversified Trust first reported a position in AORT in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 242 funds tracked by Wall St. Rank hold AORT as of Q4 2025.

Diversified Trust reported no remaining Artivion position as of Q4 2025 after selling out during the quarter.
Diversified Trust sold 4,725 Artivion shares in Q4 2025, an estimated $200K.
Diversified Trust first reported a position in Artivion in Q3 2025 and held it in 1 quarter.
Diversified Trust's Artivion position peaked at $200K in Q3 2025.
242 funds tracked by Wall St. Rank held Artivion as of Q4 2025.

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