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Spire Wealth Management’s Artivion AORT Stock Holding History

Spire 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
Q2 		$92.9K Buy
+4,134
New +$116K ﹤0.01% 999
2023
Q4 		– Sell
-10,485
Closed -$159K – 2362
2023
Q3 		$159K Buy
+10,485
New +$170K 0.01% 782

Other funds holding AORT

YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Spire Wealth Management's AORT Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Artivion (AORT) in Q2 2026: 4,134 shares worth $92.9K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in AORT as recently as Q3 2023.

Spire Wealth Management first reported a position in AORT in Q3 2023 and has held it in 2 quarters since. The position peaked at $159K in Q3 2023. 15 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Spire Wealth Management held 4,134 shares of Artivion worth $92.9K as of Q2 2026.
  • Artivion was a new Spire Wealth Management position in Q2 2026.
  • Artivion made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #999 holding.
  • Spire Wealth Management first reported a position in Artivion in Q3 2023 and has held it in 2 quarters since.
  • Spire Wealth Management's Artivion position peaked at $159K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.