EWA
AORT icon

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
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 – 4023
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
BlackRock New York $5.7T 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 $5.06B 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