Farther Finance Advisors’s Artivion AORT Stock Holding History

Farther Finance 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	$3.93K	Buy	115 +19	+20%	+$749	﹤0.01%	4607
2025 Q4	$4.38K	Buy	96 +35	+57%	+$1.56K	﹤0.01%	4381
2025 Q3	$2.58K	Buy	61 +11	+22%	+$415	﹤0.01%	4042
2025 Q2	$1.55K	Sell	50 -40	-44%	-$1.08K	﹤0.01%	3779
2025 Q1	$2.22K	Hold	90	–	–	﹤0.01%	3349
2024 Q4	$2.57K	Hold	90	–	–	﹤0.01%	2910
2024 Q3	$2.4K	Buy	90 +12	+15%	+$312	﹤0.01%	2935
2024 Q2	$1.99K	Buy	78 +40	+105%	+$897	﹤0.01%	2800
2024 Q1	$805	Sell	38 -1	-3%	-$19	﹤0.01%	2851
2023 Q4	$697	Buy	39 +19	+95%	+$295	﹤0.01%	2859
2023 Q3	$303	Hold	20	–	–	﹤0.01%	2376
2023 Q2	$344	Hold	20	–	–	﹤0.01%	2251
2023 Q1	$262	Hold	20	–	–	﹤0.01%	2152
2022 Q4	$242	Buy	+20	New	+$240	﹤0.01%	1994

Other funds holding AORT

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return