Stephens Consulting’s Artivion AORT Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-15	Closed	-$369	–	1241
2025 Q1	$369	Buy	+15	New	+$417	﹤0.01%	1205
2024 Q3	–	Sell	-82	Closed	-$2.1K	–	524
2024 Q2	$2.1K	Buy	+82	New	+$1.84K	﹤0.01%	505

Other funds holding AORT

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Stephens Consulting's AORT Position: Q2 2025 in Review

Stephens Consulting sold out of Artivion (AORT) in Q2 2025, closing a stake of 15 shares — an estimated $369 sold.

Stephens Consulting first reported a position in AORT in Q2 2024 and held it in 2 quarters. The position peaked at $2.1K in Q2 2024. 188 funds tracked by Wall St. Rank hold AORT as of Q2 2025.

Stephens Consulting reported no remaining Artivion position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 Artivion shares in Q2 2025, an estimated $369.
Stephens Consulting first reported a position in Artivion in Q2 2024 and held it in 2 quarters.
Stephens Consulting's Artivion position peaked at $2.1K in Q2 2024.
188 funds tracked by Wall St. Rank held Artivion as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.