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James Investment Research’s Artivion AORT Stock Holding History

James Investment Research’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 		– Sell
-6,972
Closed -$255K – 377
2026
Q1 		$255K Hold
6,972
– – 0.03% 308
2025
Q4 		$318K Buy
6,972
+219
+3% +$9.75K 0.03% 294
2025
Q3 		$286K Hold
6,753
– – 0.03% 297
2025
Q2 		$210K Buy
+6,753
New +$183K 0.03% 303
2014
Q4 		– Sell
-56,690
Closed -$560K – 508
2014
Q3 		$560K Buy
56,690
+5,760
+11% +$56.6K 0.02% 263
2014
Q2 		$456K Hold
50,930
– – 0.01% 280
2014
Q1 		$507K Buy
+50,930
New +$522K 0.02% 275

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
PA
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

James Investment Research's AORT Position: Q2 2026 in Review

James Investment Research sold out of Artivion (AORT) in Q2 2026, closing a stake of 6,972 shares — an estimated $255K sold.

James Investment Research first reported a position in AORT in Q1 2014 and held it in 7 quarters. The position peaked at $560K in Q3 2014. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • James Investment Research reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • James Investment Research sold 6,972 Artivion shares in Q2 2026, an estimated $255K.
  • James Investment Research first reported a position in Artivion in Q1 2014 and held it in 7 quarters.
  • James Investment Research's Artivion position peaked at $560K in Q3 2014.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.