Envestnet Asset Management
AORT icon

Envestnet Asset Management’s Artivion AORT Stock Holding History

Envestnet Asset Management’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 		$1.12M Sell
49,754
-494
-1% -$13.8K ﹤0.01% 3562
2026
Q1 		$1.84M Buy
50,248
+687
+1% +$27.1K ﹤0.01% 3072
2025
Q4 		$2.26M Sell
49,561
-1,504
-3% -$67K ﹤0.01% 2732
2025
Q3 		$2.16M Sell
51,065
-1,806
-3% -$68.1K ﹤0.01% 2828
2025
Q2 		$1.64M Buy
52,871
+41,487
+364% +$1.12M ﹤0.01% 2962
2025
Q1 		$280K Buy
11,384
+1,409
+14% +$39.1K ﹤0.01% 3958
2024
Q4 		$285K Sell
9,975
-215
-2% -$5.96K ﹤0.01% 3917
2024
Q3 		$271K Buy
10,190
+514
+5% +$13.4K ﹤0.01% 3877
2024
Q2 		$248K Sell
9,676
-342
-3% -$7.67K ﹤0.01% 3822
2024
Q1 		$212K Sell
10,018
-708
-7% -$13.2K ﹤0.01% 3918
2023
Q4 		$192K Buy
10,726
+329
+3% +$5.12K ﹤0.01% 3836
2023
Q3 		$158K Buy
+10,397
New +$168K ﹤0.01% 3786
2019
Q4 		– Sell
-30,510
Closed -$828K – 3073
2019
Q3 		$828K Buy
30,510
+4,545
+18% +$129K ﹤0.01% 2076
2019
Q2 		$777K Buy
+25,965
New +$770K ﹤0.01% 2113

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

Envestnet Asset Management's AORT Position: Q2 2026 in Review

Envestnet Asset Management reduced its Artivion (AORT) stake by 0.98% in Q2 2026, selling an estimated $13.8K and leaving 49,754 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Envestnet Asset Management first reported a position in AORT in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.26M in Q4 2025. 73 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Envestnet Asset Management held 49,754 shares of Artivion worth $1.12M as of Q2 2026.
  • Envestnet Asset Management sold 494 Artivion shares in Q2 2026, an estimated $13.8K.
  • Artivion made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3562 holding.
  • Envestnet Asset Management first reported a position in Artivion in Q2 2019 and has held it in 14 quarters since.
  • Envestnet Asset Management's Artivion position peaked at $2.26M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.