R Squared’s Artivion AORT Stock Holding History

R Squared’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	-6,051	Closed	-$222K	–	524
2026 Q1	$222K	Buy	6,051 +1,379	+30%	+$54.4K	0.12%	290
2025 Q4	$213K	Buy	+4,672	New	+$208K	0.1%	340
2025 Q1	–	Sell	-1,370	Closed	-$39.2K	–	359
2024 Q4	$39.2K	Buy	+1,370	New	+$38K	0.04%	597

Other funds holding AORT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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 Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

R Squared's AORT Position: Q2 2026 in Review

R Squared sold out of Artivion (AORT) in Q2 2026, closing a stake of 6,051 shares — an estimated $222K sold.

R Squared first reported a position in AORT in Q4 2024 and held it in 3 quarters. The position peaked at $222K in Q1 2026. 207 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

R Squared reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
R Squared sold 6,051 Artivion shares in Q2 2026, an estimated $222K.
R Squared first reported a position in Artivion in Q4 2024 and held it in 3 quarters.
R Squared's Artivion position peaked at $222K in Q1 2026.
207 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.