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Strategic Wealth Investment Group’s Artivion AORT Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-100
Closed -$3.11K – 135
2025
Q2 		$3.11K Buy
+100
New +$2.71K ﹤0.01% 111

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Strategic Wealth Investment Group's AORT Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Artivion (AORT) in Q3 2025, closing a stake of 100 shares — an estimated $3.11K sold.

Strategic Wealth Investment Group first reported a position in AORT in Q2 2025 and held it in 1 quarter. The position peaked at $3.11K in Q2 2025. 219 funds tracked by Wall St. Rank hold AORT as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Artivion position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 100 Artivion shares in Q3 2025, an estimated $3.11K.
  • Strategic Wealth Investment Group first reported a position in Artivion in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Artivion position peaked at $3.11K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Artivion as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.