Pathstone Holdings
AORT icon

Pathstone Holdings’s Artivion AORT Stock Holding History

Pathstone Holdings’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
-9,597
Closed -$438K – 2229
2025
Q4 		$438K Sell
9,597
-124
-1% -$5.52K ﹤0.01% 1797
2025
Q3 		$412K Buy
+9,721
New +$366K ﹤0.01% 1866
2025
Q1 		– Sell
-8,605
Closed -$246K – 2249
2024
Q4 		$246K Sell
8,605
-995
-10% -$27.6K ﹤0.01% 2061
2024
Q3 		$256K Sell
9,600
-22
-0.2% -$572 ﹤0.01% 2057
2024
Q2 		$247K Buy
9,622
+22
+0.2% +$493 ﹤0.01% 2041
2024
Q1 		$203K Buy
+9,600
New +$179K ﹤0.01% 2139

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 $3.38T AUM 44.17% 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

Pathstone Holdings's AORT Position: Q1 2026 in Review

Pathstone Holdings sold out of Artivion (AORT) in Q1 2026, closing a stake of 9,597 shares — an estimated $438K sold.

Pathstone Holdings first reported a position in AORT in Q1 2024 and held it in 6 quarters. The position peaked at $438K in Q4 2025. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • Pathstone Holdings reported no remaining Artivion position as of Q1 2026 after selling out during the quarter.
  • Pathstone Holdings sold 9,597 Artivion shares in Q1 2026, an estimated $438K.
  • Pathstone Holdings first reported a position in Artivion in Q1 2024 and held it in 6 quarters.
  • Pathstone Holdings's Artivion position peaked at $438K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.