Henshaw Capital’s Artivion AORT Stock Holding History

Henshaw Capital’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
2025 Q4	–	Sell	-16,449	Closed	-$696K	–	167
2025 Q3	$696K	Sell	16,449 -6,127	-27%	-$231K	0.03%	140
2025 Q2	$702K	Hold	22,576	–	–	0.03%	192
2025 Q1	$555K	Buy	22,576 +1,513	+7%	+$42K	0.02%	215
2024 Q4	$602K	Hold	21,063	–	–	0.03%	185
2024 Q3	$561K	Hold	21,063	–	–	0.02%	207
2024 Q2	$540K	Buy	21,063 +271	+1%	+$6.07K	0.02%	165
2024 Q1	$440K	Hold	20,792	–	–	0.02%	191
2023 Q4	$372K	Hold	20,792	–	–	0.02%	209
2023 Q3	$315K	Buy	20,792 +7,928	+62%	+$128K	0.02%	222
2023 Q2	$221K	Buy	12,864 +1,740	+16%	+$25.6K	0.01%	231
2023 Q1	$146K	Hold	11,124	–	–	0.01%	252
2022 Q4	$135K	Hold	11,124	–	–	0.01%	248
2022 Q3	$154K	Buy	+11,124	New	+$224K	0.01%	286
2022 Q2	–	Sell	-9,426	Closed	-$202K	–	304
2022 Q1	$202K	Buy	+9,426	New	+$182K	0.01%	310
2021 Q4	–	Sell	-9,426	Closed	-$210K	–	326
2021 Q3	$210K	Hold	9,426	–	–	0.01%	314
2021 Q2	$268K	Hold	9,426	–	–	0.02%	299
2021 Q1	$213K	Hold	9,426	–	–	0.01%	329
2020 Q4	$223K	Buy	+9,426	New	+$191K	0.02%	315

Other funds holding AORT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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