EverSource Wealth Advisors’s Artivion AORT Stock Holding History

EverSource Wealth Advisors’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	$2.81K	Buy	125 +50	+67%	+$1.4K	﹤0.01%	3574
2026 Q1	$2.75K	Buy	75 +12	+19%	+$473	﹤0.01%	3523
2025 Q4	$2.87K	Sell	63 -145	-70%	-$6.46K	﹤0.01%	3353
2025 Q3	$8.81K	Sell	208 -6	-3%	-$226	﹤0.01%	2888
2025 Q2	$6.66K	Buy	+214	New	+$5.79K	﹤0.01%	3037
2025 Q1	–	Sell	-41	Closed	-$1.17K	–	4022
2024 Q4	$1.17K	Buy	+41	New	+$1.14K	﹤0.01%	2910
2022 Q4	–	Sell	-183	Closed	-$3K	–	2308
2022 Q3	$3K	Hold	183	–	–	﹤0.01%	1502
2022 Q2	$3K	Hold	183	–	–	﹤0.01%	1376
2022 Q1	$4K	Sell	183 -1,030	-85%	-$19.9K	﹤0.01%	1308
2021 Q4	$25K	Buy	+1,213	New	+$24.5K	0.01%	590

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

EverSource Wealth Advisors's AORT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Artivion (AORT) stake by 67% in Q2 2026, buying an estimated $1.4K and bringing the position to 125 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3574.

EverSource Wealth Advisors first reported a position in AORT in Q4 2021 and has held it in 10 quarters since. The position peaked at $25K in Q4 2021. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

EverSource Wealth Advisors held 125 shares of Artivion worth $2.81K as of Q2 2026.
EverSource Wealth Advisors bought 50 Artivion shares in Q2 2026, an estimated $1.4K.
Artivion made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3574 holding.
EverSource Wealth Advisors first reported a position in Artivion in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's Artivion position peaked at $25K in Q4 2021.
206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.