Kestra Advisory Services’s Artivion AORT Stock Holding History

Kestra Advisory Services’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	–	Sell	-3,137	Closed	-$143K	–	3169
2025 Q4	$143K	Buy	+3,137	New	+$140K	﹤0.01%	3161

Other funds holding AORT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Kestra Advisory Services's AORT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Artivion (AORT) in Q1 2026, closing a stake of 3,137 shares — an estimated $143K sold.

Kestra Advisory Services first reported a position in AORT in Q4 2025 and held it in 1 quarter. The position peaked at $143K in Q4 2025. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

Kestra Advisory Services reported no remaining Artivion position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,137 Artivion shares in Q1 2026, an estimated $143K.
Kestra Advisory Services first reported a position in Artivion in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Artivion position peaked at $143K in Q4 2025.
239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.