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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
Q2 		– Sell
-13,223
Closed -$484K – 322
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 $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

Round Rock Advisors's AORT Position: Q2 2026 in Review

Round Rock Advisors sold out of Artivion (AORT) in Q2 2026, closing a stake of 13,223 shares — an estimated $484K sold.

Round Rock Advisors first reported a position in AORT in Q3 2025 and held it in 3 quarters. The position peaked at $603K in Q4 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Round Rock Advisors reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • Round Rock Advisors sold 13,223 Artivion shares in Q2 2026, an estimated $484K.
  • Round Rock Advisors first reported a position in Artivion in Q3 2025 and held it in 3 quarters.
  • Round Rock Advisors's Artivion position peaked at $603K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.