JNBA Financial Advisors’s Artivion AORT Stock Holding History

JNBA Financial 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	$27.5K	Hold	750	–	–	﹤0.01%	376
2025 Q4	$34.2K	Hold	750	–	–	﹤0.01%	358
2025 Q3	$31.8K	Hold	750	–	–	﹤0.01%	365
2025 Q2	$23.3K	Hold	750	–	–	﹤0.01%	376
2025 Q1	$18.4K	Hold	750	–	–	﹤0.01%	394
2024 Q4	$21.4K	Hold	750	–	–	﹤0.01%	380
2024 Q3	$20K	Hold	750	–	–	﹤0.01%	392
2024 Q2	$19.2K	Hold	750	–	–	﹤0.01%	385
2024 Q1	$15.9K	Hold	750	–	–	﹤0.01%	417
2023 Q4	$13.4K	Hold	750	–	–	﹤0.01%	436
2023 Q3	$11.4K	Sell	750 -100	-12%	-$1.62K	﹤0.01%	449
2023 Q2	$14.6K	Hold	850	–	–	﹤0.01%	422
2023 Q1	$11.1K	Hold	850	–	–	﹤0.01%	468
2022 Q4	$10.3K	Hold	850	–	–	﹤0.01%	446
2022 Q3	$12K	Hold	850	–	–	﹤0.01%	433
2022 Q2	$16K	Hold	850	–	–	﹤0.01%	423
2022 Q1	$18K	Hold	850	–	–	﹤0.01%	418
2021 Q4	$17K	Hold	850	–	–	﹤0.01%	443
2021 Q3	$19K	Hold	850	–	–	﹤0.01%	420
2021 Q2	$24K	Hold	850	–	–	﹤0.01%	376
2021 Q1	$19K	Hold	850	–	–	﹤0.01%	388
2020 Q4	$20K	Hold	850	–	–	﹤0.01%	363
2020 Q3	$16K	Hold	850	–	–	﹤0.01%	367
2020 Q2	$16K	Hold	850	–	–	﹤0.01%	357
2020 Q1	$14K	Hold	850	–	–	﹤0.01%	348
2019 Q4	$23K	Hold	850	–	–	﹤0.01%	332
2019 Q3	$23K	Hold	850	–	–	﹤0.01%	314
2019 Q2	$25K	Hold	850	–	–	0.01%	315
2019 Q1	$25K	Hold	850	–	–	0.01%	302
2018 Q4	$24K	Buy	+850	New	+$25.6K	0.01%	280
2018 Q3	–	Sell	-850	Closed	-$24K	–	487
2018 Q2	$24K	Hold	850	–	–	0.01%	295
2018 Q1	$17K	Hold	850	–	–	﹤0.01%	326
2017 Q4	$16K	Hold	850	–	–	﹤0.01%	332
2017 Q3	$19K	Hold	850	–	–	﹤0.01%	302
2017 Q2	$17K	Hold	850	–	–	﹤0.01%	308
2017 Q1	$14K	Buy	850 +50	+6%	+$883	﹤0.01%	326
2016 Q4	$15K	Buy	+800	New	+$14.6K	﹤0.01%	326
2016 Q3	–	Sell	-200	Closed	-$2K	–	1579
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	455
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	479
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	458
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	459
2015 Q2	$2K	Hold	200	–	–	﹤0.01%	465
2015 Q1	$2K	Hold	200	–	–	﹤0.01%	471
2014 Q4	$2K	Buy	+200	New	+$2.07K	﹤0.01%	481

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