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Sheets Smith Wealth Management’s Artivion AORT Stock Holding History

Sheets Smith Wealth 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 		– Sell
-8,919
Closed -$407K – 394
2025
Q4 		$407K Buy
+8,919
New +$397K 0.04% 305

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Sheets Smith Wealth Management's AORT Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of Artivion (AORT) in Q1 2026, closing a stake of 8,919 shares — an estimated $407K sold.

Sheets Smith Wealth Management first reported a position in AORT in Q4 2025 and held it in 1 quarter. The position peaked at $407K in Q4 2025. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining Artivion position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,919 Artivion shares in Q1 2026, an estimated $407K.
  • Sheets Smith Wealth Management first reported a position in Artivion in Q4 2025 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Artivion position peaked at $407K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.