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Mount Yale Investment Advisors’s Artivion AORT Stock Holding History

Mount Yale Investment 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
2026
Q2 		$263K Buy
11,718
+97
+0.8% +$2.71K ﹤0.01% 1036
2026
Q1 		$426K Buy
+11,621
New +$458K 0.01% 770

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AORT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Artivion (AORT) stake by 0.83% in Q2 2026, buying an estimated $2.71K and bringing the position to 11,718 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Mount Yale Investment Advisors first reported a position in AORT in Q1 2026 and has held it in 2 quarters since. The position peaked at $426K in Q1 2026. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Mount Yale Investment Advisors held 11,718 shares of Artivion worth $263K as of Q2 2026.
  • Mount Yale Investment Advisors bought 97 Artivion shares in Q2 2026, an estimated $2.71K.
  • Artivion made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1036 holding.
  • Mount Yale Investment Advisors first reported a position in Artivion in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Artivion position peaked at $426K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.