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O'Shaughnessy Asset Management’s Artivion AORT Stock Holding History

O'Shaughnessy Asset Management’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
-7,622
Closed -$348K – 2655
2025
Q4 		$348K Buy
7,622
+1,935
+34% +$86.2K ﹤0.01% 1688
2025
Q3 		$241K Buy
+5,687
New +$214K ﹤0.01% 1866
2015
Q1 		– Sell
-62
Closed -$1K – 1014
2014
Q4 		$1K Sell
62
-25,052
-100% -$259K ﹤0.01% 974
2014
Q3 		$247K Sell
25,114
-86
-0.3% -$846 ﹤0.01% 521
2014
Q2 		$225K Sell
25,200
-215
-0.8% -$1.98K ﹤0.01% 546
2014
Q1 		$253K Sell
25,415
-176
-0.7% -$1.8K 0.01% 506
2013
Q4 		$283K Buy
25,591
+24,768
+3,009% +$233K 0.01% 498
2013
Q3 		$6K Sell
823
-253
-24% -$1.71K ﹤0.01% 790
2013
Q2 		$7K Buy
+1,076
New +$6.57K ﹤0.01% 754

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

O'Shaughnessy Asset Management's AORT Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Artivion (AORT) in Q1 2026, closing a stake of 7,622 shares — an estimated $348K sold.

O'Shaughnessy Asset Management first reported a position in AORT in Q2 2013 and held it in 9 quarters. The position peaked at $348K in Q4 2025. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Artivion position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 7,622 Artivion shares in Q1 2026, an estimated $348K.
  • O'Shaughnessy Asset Management first reported a position in Artivion in Q2 2013 and held it in 9 quarters.
  • O'Shaughnessy Asset Management's Artivion position peaked at $348K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.