PWPS
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
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

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

Pinnacle Wealth Planning Services's AORT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Artivion (AORT) stake by 62% in Q2 2026, selling an estimated $13.4K and leaving 298 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Pinnacle Wealth Planning Services first reported a position in AORT in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.1K in Q4 2025. 207 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 298 shares of Artivion worth $6.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 478 Artivion shares in Q2 2026, an estimated $13.4K.
  • Artivion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2212 holding.
  • Pinnacle Wealth Planning Services first reported a position in Artivion in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Artivion position peaked at $34.1K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.