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Steward Partners Investment Advisory’s Artivion AORT Stock Holding History

Steward Partners Investment Advisory’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
-830
Closed -$30.4K – 4664
2026
Q1 		$30.4K Sell
830
-252
-23% -$9.94K ﹤0.01% 3036
2025
Q4 		$49.4K Hold
1,082
– – ﹤0.01% 2674
2025
Q3 		$45.8K Buy
+1,082
New +$40.8K ﹤0.01% 2649

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's AORT Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Artivion (AORT) in Q2 2026, closing a stake of 830 shares — an estimated $30.4K sold.

Steward Partners Investment Advisory first reported a position in AORT in Q3 2025 and held it in 3 quarters. The position peaked at $49.4K in Q4 2025. 142 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 830 Artivion shares in Q2 2026, an estimated $30.4K.
  • Steward Partners Investment Advisory first reported a position in Artivion in Q3 2025 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Artivion position peaked at $49.4K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.