Root Financial Partners
AORT icon

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
Q3 		$228 Buy
+10
New +$257 ﹤0.01% 3475
2026
Q2 		– Sell
-20
Closed -$732 – 561
2026
Q1 		$732 Buy
+20
New +$789 ﹤0.01% 2726

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

Root Financial Partners's AORT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Artivion (AORT) in Q3 2026: 10 shares worth $228. The stake represents ﹤0.01% of the portfolio and ranks #3475 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AORT as recently as Q1 2026.

Root Financial Partners first reported a position in AORT in Q1 2026 and has held it in 2 quarters since. The position peaked at $732 in Q1 2026. 45 funds tracked by Wall St. Rank hold AORT as of Q3 2026.

  • Root Financial Partners held 10 shares of Artivion worth $228 as of Q3 2026.
  • Artivion was a new Root Financial Partners position in Q3 2026.
  • Artivion made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3475 holding.
  • Root Financial Partners first reported a position in Artivion in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Artivion position peaked at $732 in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Artivion as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.