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AORT icon

True Wealth Design’s Artivion AORT Stock Holding History

True Wealth Design’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
-16
Closed -$586 – 2667
2026
Q1 		$586 Hold
16
– – ﹤0.01% 1995
2025
Q4 		$730 Hold
16
– – ﹤0.01% 1829
2025
Q3 		$678 Hold
16
– – ﹤0.01% 1900
2025
Q2 		$498 Buy
16
+3
+23% +$81 ﹤0.01% 1747
2025
Q1 		$320 Buy
+13
New +$361 ﹤0.01% 1739

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

True Wealth Design's AORT Position: Q2 2026 in Review

True Wealth Design sold out of Artivion (AORT) in Q2 2026, closing a stake of 16 shares — an estimated $586 sold.

True Wealth Design first reported a position in AORT in Q1 2025 and held it in 5 quarters. The position peaked at $730 in Q4 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • True Wealth Design reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 16 Artivion shares in Q2 2026, an estimated $586.
  • True Wealth Design first reported a position in Artivion in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Artivion position peaked at $730 in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.