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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
Q1 		$472K Buy
+1,130
New +$31.4K 0.05% 267

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Advisors's AORT Position: Q1 2025 in Review

Legacy Advisors opened a new position in Artivion (AORT) in Q1 2025: 1,130 shares worth $472K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings.

184 funds tracked by Wall St. Rank hold AORT as of Q1 2025.

  • Legacy Advisors held 1,130 shares of Artivion worth $472K as of Q1 2025.
  • Artivion was a new Legacy Advisors position in Q1 2025.
  • Artivion made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #267 holding.
  • 184 funds tracked by Wall St. Rank held Artivion as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.