IFP Advisors’s Artivion AORT Stock Holding History

IFP 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	$879	Hold	24	–	–	﹤0.01%	4255
2025 Q4	$1.09K	Hold	24	–	–	﹤0.01%	4049
2025 Q3	$1.02K	Buy	24 +9	+60%	+$339	﹤0.01%	3962
2025 Q2	$466	Buy	+15	New	+$406	﹤0.01%	4457
2025 Q1	–	Hold	0	–	–	–	3613
2024 Q4	–	Hold	0	–	–	–	3583
2023 Q4	–	Sell	-388	Closed	-$5.88K	–	3053
2023 Q3	$5.88K	Hold	388	–	–	﹤0.01%	2451
2023 Q2	$6.67K	Hold	388	–	–	﹤0.01%	2433
2023 Q1	$10.8K	Hold	388	–	–	﹤0.01%	2250
2022 Q4	$11K	Hold	388	–	–	﹤0.01%	3300
2022 Q3	$11K	Hold	388	–	–	﹤0.01%	3547
2022 Q2	$11K	Hold	388	–	–	﹤0.01%	3298
2022 Q1	$11K	Hold	388	–	–	﹤0.01%	3298
2021 Q4	$8K	Buy	+388	New	+$7.83K	﹤0.01%	2287
2021 Q3	–	Hold	0	–	–	–	3429
2021 Q2	–	Hold	0	–	–	–	3117
2021 Q1	–	Hold	0	–	–	–	3065
2020 Q4	–	Hold	0	–	–	–	2983
2020 Q3	–	Hold	0	–	–	–	2882
2020 Q2	–	Hold	0	–	–	–	2772
2020 Q1	–	Sell	-62	Closed	-$1.59K	–	2791
2019 Q4	$2K	Hold	62	–	–	﹤0.01%	2477
2019 Q3	$2K	Buy	+62	New	+$1.76K	﹤0.01%	2656
2019 Q1	–	Sell	-200	Closed	-$6K	–	2398
2018 Q4	$6K	Buy	+200	New	+$6.02K	﹤0.01%	2739

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