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Osterweis Capital Management’s Artivion AORT Stock Holding History

Osterweis Capital 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
Q2 		– Sell
-240,217
Closed -$8.8M – 232
2026
Q1 		$8.8M Buy
240,217
+19,490
+9% +$769K 0.45% 65
2025
Q4 		$10.1M Sell
220,727
-20,045
-8% -$893K 0.43% 65
2025
Q3 		$10.2M Buy
240,772
+120,192
+100% +$4.53M 0.46% 59
2025
Q2 		$3.75M Buy
+120,580
New +$3.26M 0.18% 87

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

Osterweis Capital Management's AORT Position: Q2 2026 in Review

Osterweis Capital Management sold out of Artivion (AORT) in Q2 2026, closing a stake of 240,217 shares — an estimated $8.8M sold.

Osterweis Capital Management first reported a position in AORT in Q2 2025 and held it in 4 quarters. The position peaked at $10.2M in Q3 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Osterweis Capital Management reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 240,217 Artivion shares in Q2 2026, an estimated $8.8M.
  • Osterweis Capital Management first reported a position in Artivion in Q2 2025 and held it in 4 quarters.
  • Osterweis Capital Management's Artivion position peaked at $10.2M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.