JFS Wealth Advisors’s Artivion AORT Stock Holding History

JFS Wealth 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	$832	Buy	37 +10	+37%	+$280	﹤0.01%	1851
2026 Q1	$989	Hold	27	–	–	﹤0.01%	1675
2025 Q4	$1.23K	Hold	27	–	–	﹤0.01%	1668
2025 Q3	$1.14K	Hold	27	–	–	﹤0.01%	1595
2025 Q2	$840	Hold	27	–	–	﹤0.01%	1610
2025 Q1	$664	Hold	27	–	–	﹤0.01%	1732
2024 Q4	$772	Hold	27	–	–	﹤0.01%	1720
2024 Q3	$719	Hold	27	–	–	﹤0.01%	1749
2024 Q2	$693	Hold	27	–	–	﹤0.01%	1751
2024 Q1	$572	Hold	27	–	–	﹤0.01%	1762
2023 Q4	$483	Buy	+27	New	+$420	﹤0.01%	1810

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

JFS Wealth Advisors's AORT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Artivion (AORT) stake by 37% in Q2 2026, buying an estimated $280 and bringing the position to 37 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

JFS Wealth Advisors first reported a position in AORT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23K in Q4 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

JFS Wealth Advisors held 37 shares of Artivion worth $832 as of Q2 2026.
JFS Wealth Advisors bought 10 Artivion shares in Q2 2026, an estimated $280.
Artivion made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1851 holding.
JFS Wealth Advisors first reported a position in Artivion in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's Artivion position peaked at $1.23K in Q4 2025.
206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.