LPL Financial

LPL Financial’s Artivion AORT Stock Holding History

LPL Financial’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	$801K	Sell	21,872 -1,370	-6%	-$54K	﹤0.01%	4367
2025 Q4	$1.06M	Buy	23,242 +113	+0.5%	+$5.03K	﹤0.01%	4019
2025 Q3	$979K	Buy	23,129 +1,048	+5%	+$39.5K	﹤0.01%	4023
2025 Q2	$687K	Buy	22,081 +2,419	+12%	+$65.5K	﹤0.01%	4098
2025 Q1	$483K	Buy	19,662 +39	+0.2%	+$1.08K	﹤0.01%	4206
2024 Q4	$561K	Buy	19,623 +1,925	+11%	+$53.4K	﹤0.01%	4006
2024 Q3	$471K	Buy	17,698 +2,223	+14%	+$57.8K	﹤0.01%	4044
2024 Q2	$397K	Buy	15,475 +3,434	+29%	+$77K	﹤0.01%	4053
2024 Q1	$255K	Buy	+12,041	New	+$224K	﹤0.01%	4329
2022 Q1	–	Sell	-10,643	Closed	-$217K	–	4182
2021 Q4	$217K	Buy	+10,643	New	+$215K	﹤0.01%	3931
2020 Q1	–	Sell	-10,487	Closed	-$284K	–	3216
2019 Q4	$284K	Buy	10,487 +1,637	+18%	+$40.2K	﹤0.01%	2816
2019 Q3	$240K	Buy	8,850 +351	+4%	+$9.94K	﹤0.01%	2858
2019 Q2	$254K	Sell	8,499 -346	-4%	-$10.3K	﹤0.01%	2837
2019 Q1	$258K	Buy	8,845 +692	+8%	+$19.7K	﹤0.01%	2762
2018 Q4	$231K	Buy	+8,153	New	+$245K	﹤0.01%	2694

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