JWA
AORT icon

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

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return