Essential Partners’s Artivion AORT Stock Holding History

Essential Partners’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	-4	Closed	-$146	–	2858
2026 Q1	$146	Hold	4	–	–	﹤0.01%	2662
2025 Q4	$182	Hold	4	–	–	﹤0.01%	2452
2025 Q3	$169	Buy	+4	New	+$151	﹤0.01%	2420

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 $3.38T AUM 44.17% 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

Essential Partners's AORT Position: Q2 2026 in Review

Essential Partners sold out of Artivion (AORT) in Q2 2026, closing a stake of 4 shares — an estimated $146 sold.

Essential Partners first reported a position in AORT in Q3 2025 and held it in 3 quarters. The position peaked at $182 in Q4 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

Essential Partners reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 4 Artivion shares in Q2 2026, an estimated $146.
Essential Partners first reported a position in Artivion in Q3 2025 and held it in 3 quarters.
Essential Partners's Artivion position peaked at $182 in Q4 2025.
206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.