Legacy Advisors’s Artivion AORT Stock Holding History

Legacy 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
2025 Q2	–	Sell	-1,130	Closed	-$472K	–	42
2025 Q1	$472K	Buy	+1,130	New	+$31.4K	0.05%	267

Other funds holding AORT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Legacy Advisors's AORT Position: Q2 2025 in Review

Legacy Advisors sold out of Artivion (AORT) in Q2 2025, closing a stake of 1,130 shares — an estimated $472K sold.

Legacy Advisors first reported a position in AORT in Q1 2025 and held it in 1 quarter. The position peaked at $472K in Q1 2025. 188 funds tracked by Wall St. Rank hold AORT as of Q2 2025.

Legacy Advisors reported no remaining Artivion position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 1,130 Artivion shares in Q2 2025, an estimated $472K.
Legacy Advisors first reported a position in Artivion in Q1 2025 and held it in 1 quarter.
Legacy Advisors's Artivion position peaked at $472K in Q1 2025.
188 funds tracked by Wall St. Rank held Artivion as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.