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 Q2	$539	Hold	24	–	–	﹤0.01%	4669
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
2020 Q1	–	Sell	-62	Closed	-$1.59K	–	2763
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	–	2396
2018 Q4	$6K	Buy	+200	New	+$6.02K	﹤0.01%	2739

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 $3.37T AUM 44.26% 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

IFP Advisors's AORT Position: Q2 2026 in Review

IFP Advisors held its Artivion (AORT) position steady in Q2 2026 at 24 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #4669.

IFP Advisors first reported a position in AORT in Q4 2018 and has held it in 16 quarters since. The position peaked at $11K in Q4 2022. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

IFP Advisors held 24 shares of Artivion worth $539 as of Q2 2026.
IFP Advisors left its Artivion share count unchanged in Q2 2026.
Artivion made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4669 holding.
IFP Advisors first reported a position in Artivion in Q4 2018 and has held it in 16 quarters since.
IFP Advisors's Artivion position peaked at $11K in Q4 2022.
206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.