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Occudo Quantitative Strategies’s Artivion AORT Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-5,439
Closed -$248K – 738
2025
Q4 		$248K Buy
+5,439
New +$242K 0.02% 542
2024
Q3 		– Sell
-10,047
Closed -$258K – 695
2024
Q2 		$258K Sell
10,047
-1,238
-11% -$27.8K 0.05% 515
2024
Q1 		$239K Sell
11,285
-2,832
-20% -$52.7K 0.04% 543
2023
Q4 		$252K Buy
+14,117
New +$220K 0.03% 583
2023
Q2 		– Sell
-13,198
Closed -$173K – 1000
2023
Q1 		$173K Sell
13,198
-3,286
-20% -$42K 0.02% 770
2022
Q4 		$200K Buy
16,484
+6,088
+59% +$73.1K 0.02% 780
2022
Q3 		$144K Buy
+10,396
New +$209K 0.01% 1005
2022
Q2 		– Sell
-9,388
Closed -$201K – 1119
2022
Q1 		$201K Buy
+9,388
New +$181K 0.02% 943
2021
Q4 		– Sell
-9,478
Closed -$211K – 1055
2021
Q3 		$211K Buy
+9,478
New +$244K 0.03% 845

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Occudo Quantitative Strategies's AORT Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Artivion (AORT) in Q1 2026, closing a stake of 5,439 shares — an estimated $248K sold.

Occudo Quantitative Strategies first reported a position in AORT in Q3 2021 and held it in 9 quarters. The position peaked at $258K in Q2 2024. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Artivion position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 5,439 Artivion shares in Q1 2026, an estimated $248K.
  • Occudo Quantitative Strategies first reported a position in Artivion in Q3 2021 and held it in 9 quarters.
  • Occudo Quantitative Strategies's Artivion position peaked at $258K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.