RW Investment Management’s Artivion AORT Stock Holding History

RW Investment Management’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	$268K	Buy	+7,318	New	+$289K	0.03%	96
2025 Q3	$325K	Sell	7,683 -147	-2%	-$5.54K	0.03%	80
2025 Q2	$244K	Buy	+7,830	New	+$212K	0.03%	94
2025 Q1	–	Sell	-8,547	Closed	-$244K	–	99
2024 Q4	$244K	Hold	8,547	–	–	0.03%	86
2024 Q3	$228K	Hold	8,547	–	–	0.03%	89
2024 Q2	$219K	Buy	+8,547	New	+$192K	0.03%	85
2023 Q4	–	Sell	-11,970	Closed	-$181K	–	83
2023 Q3	$181K	Sell	11,970 -2,656	-18%	-$43K	0.03%	81
2023 Q2	$251K	Sell	14,626 -4,293	-23%	-$63.2K	0.05%	75
2023 Q1	$248K	Sell	18,919 -485	-2%	-$6.2K	0.07%	75
2022 Q4	$235K	Buy	+19,404	New	+$233K	0.09%	73

Other funds holding AORT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

RW Investment Management's AORT Position: Q1 2026 in Review

RW Investment Management opened a new position in Artivion (AORT) in Q1 2026: 7,318 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings. This is a return to the name: RW Investment Management previously reported a position in AORT as recently as Q3 2025.

RW Investment Management first reported a position in AORT in Q4 2022 and has held it in 10 quarters since. The position peaked at $325K in Q3 2025. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

RW Investment Management held 7,318 shares of Artivion worth $268K as of Q1 2026.
Artivion was a new RW Investment Management position in Q1 2026.
Artivion made up 0.03% of RW Investment Management's portfolio in Q1 2026, its #96 holding.
RW Investment Management first reported a position in Artivion in Q4 2022 and has held it in 10 quarters since.
RW Investment Management's Artivion position peaked at $325K in Q3 2025.
239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.