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Round Rock Advisors’s Artivion AORT Stock Holding History

Round Rock Advisors’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
Q1 		$484K Hold
13,223
– – 0.07% 195
2025
Q4 		$603K Buy
13,223
+4,663
+54% +$208K 0.09% 175
2025
Q3 		$372K Buy
+8,560
New +$323K 0.06% 219

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Round Rock Advisors's AORT Position: Q1 2026 in Review

Round Rock Advisors held its Artivion (AORT) position steady in Q1 2026 at 13,223 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #195.

Round Rock Advisors first reported a position in AORT in Q3 2025 and has held it in 3 quarters since. The position peaked at $603K in Q4 2025. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • Round Rock Advisors held 13,223 shares of Artivion worth $484K as of Q1 2026.
  • Round Rock Advisors left its Artivion share count unchanged in Q1 2026.
  • Artivion made up 0.07% of Round Rock Advisors's portfolio in Q1 2026, its #195 holding.
  • Round Rock Advisors first reported a position in Artivion in Q3 2025 and has held it in 3 quarters since.
  • Round Rock Advisors's Artivion position peaked at $603K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.