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Root Financial Partners’s Artivion AORT Stock Holding History

Root Financial Partners’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
-20
Closed -$732 – 561
2026
Q1 		$732 Buy
+20
New +$789 ﹤0.01% 2726

Other funds holding AORT

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's AORT Position: Q2 2026 in Review

Root Financial Partners sold out of Artivion (AORT) in Q2 2026, closing a stake of 20 shares — an estimated $732 sold.

Root Financial Partners first reported a position in AORT in Q1 2026 and held it in 1 quarter. The position peaked at $732 in Q1 2026. 39 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Root Financial Partners reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Artivion shares in Q2 2026, an estimated $732.
  • Root Financial Partners first reported a position in Artivion in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Artivion position peaked at $732 in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.