Pinnacle Wealth Planning Services
AORT icon

Pinnacle Wealth Planning Services’s Artivion AORT Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$31.5K Buy
1,379
+1,081
+363% +$27.7K ﹤0.01% 1558
2026
Q2 		$6.7K Sell
298
-478
-62% -$13.4K ﹤0.01% 2212
2026
Q1 		$28.4K Buy
776
+29
+4% +$1.14K ﹤0.01% 1514
2025
Q4 		$34.1K Buy
+747
New +$33.3K ﹤0.01% 1439

Other funds holding AORT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Pinnacle Wealth Planning Services's AORT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Artivion (AORT) stake by 363% in Q3 2026, buying an estimated $27.7K and bringing the position to 1,379 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Pinnacle Wealth Planning Services first reported a position in AORT in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.1K in Q4 2025. 38 funds tracked by Wall St. Rank hold AORT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,379 shares of Artivion worth $31.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,081 Artivion shares in Q3 2026, an estimated $27.7K.
  • Artivion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1558 holding.
  • Pinnacle Wealth Planning Services first reported a position in Artivion in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Artivion position peaked at $34.1K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Artivion as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.