LPL Financial
AORT icon

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
Q2 		– Sell
-21,872
Closed -$801K – 6208
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
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

LPL Financial's AORT Position: Q2 2026 in Review

LPL Financial sold out of Artivion (AORT) in Q2 2026, closing a stake of 21,872 shares — an estimated $801K sold.

LPL Financial first reported a position in AORT in Q4 2018 and held it in 15 quarters. The position peaked at $1.06M in Q4 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • LPL Financial reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 21,872 Artivion shares in Q2 2026, an estimated $801K.
  • LPL Financial first reported a position in Artivion in Q4 2018 and held it in 15 quarters.
  • LPL Financial's Artivion position peaked at $1.06M in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.