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Rothschild Investment LLC’s Artivion AORT Stock Holding History

Rothschild Investment LLC’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 		$1.35K Sell
60
-75
-56% -$2.1K ﹤0.01% 2929
2026
Q1 		$4.94K Buy
135
+9
+7% +$355 ﹤0.01% 2053
2025
Q4 		$5.75K Buy
126
+1
+0.8% +$45 ﹤0.01% 1817
2025
Q3 		$5.29K Sell
125
-15
-11% -$565 ﹤0.01% 1689
2025
Q2 		$4.35K Buy
140
+50
+56% +$1.35K ﹤0.01% 1584
2025
Q1 		$2.21K Buy
90
+20
+29% +$555 ﹤0.01% 1831
2024
Q4 		$2K Buy
70
+5
+8% +$139 ﹤0.01% 1802
2024
Q3 		$1.73K Buy
65
+35
+117% +$910 ﹤0.01% 1804
2024
Q2 		$770 Buy
30
+25
+500% +$560 ﹤0.01% 1798
2024
Q1 		$106 Buy
+5
New +$93 ﹤0.01% 2190

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's AORT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Artivion (AORT) stake by 56% in Q2 2026, selling an estimated $2.1K and leaving 60 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Rothschild Investment LLC first reported a position in AORT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.75K in Q4 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Rothschild Investment LLC held 60 shares of Artivion worth $1.35K as of Q2 2026.
  • Rothschild Investment LLC sold 75 Artivion shares in Q2 2026, an estimated $2.1K.
  • Artivion made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2929 holding.
  • Rothschild Investment LLC first reported a position in Artivion in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Artivion position peaked at $5.75K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.