Jones Financial Companies
AORT icon

Jones Financial Companies’s Artivion AORT Stock Holding History

Jones Financial Companies’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 		$662K Sell
28,042
-16,026
-36% -$448K ﹤0.01% 2088
2026
Q1 		$1.56M Buy
44,068
+43,550
+8,407% +$1.72M ﹤0.01% 1531
2025
Q4 		$23.6K Buy
518
+478
+1,195% +$21.3K ﹤0.01% 2856
2025
Q3 		$1.64K Hold
40
– – ﹤0.01% 3754
2025
Q2 		$1.25K Buy
40
+10
+33% +$271 ﹤0.01% 3602
2025
Q1 		$728 Hold
30
– – ﹤0.01% 3465
2024
Q4 		$858 Sell
30
-10
-25% -$277 ﹤0.01% 3161
2024
Q3 		$1.07K Sell
40
-10
-20% -$260 ﹤0.01% 2795
2024
Q2 		$1.28K Buy
+50
New +$1.12K ﹤0.01% 2244

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

Jones Financial Companies's AORT Position: Q2 2026 in Review

Jones Financial Companies reduced its Artivion (AORT) stake by 36% in Q2 2026, selling an estimated $448K and leaving 28,042 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Jones Financial Companies first reported a position in AORT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q1 2026. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Jones Financial Companies held 28,042 shares of Artivion worth $662K as of Q2 2026.
  • Jones Financial Companies sold 16,026 Artivion shares in Q2 2026, an estimated $448K.
  • Artivion made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2088 holding.
  • Jones Financial Companies first reported a position in Artivion in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Artivion position peaked at $1.56M in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.