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Twin Peaks Wealth Advisors’s Artivion AORT Stock Holding History

Twin Peaks Wealth Advisors’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
-137
Closed -$5.02K – 339
2026
Q1 		$5.02K Buy
+137
New +$5.4K ﹤0.01% 1395
2025
Q3 		– Sell
-186
Closed -$8.16K – 271
2025
Q2 		$8.16K Buy
+186
New +$5.03K ﹤0.01% 1045

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

Twin Peaks Wealth Advisors's AORT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Artivion (AORT) in Q2 2026, closing a stake of 137 shares — an estimated $5.02K sold.

Twin Peaks Wealth Advisors first reported a position in AORT in Q2 2025 and held it in 2 quarters. The position peaked at $8.16K in Q2 2025. 206 funds tracked by Wall St. Rank hold AORT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Artivion position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 137 Artivion shares in Q2 2026, an estimated $5.02K.
  • Twin Peaks Wealth Advisors first reported a position in Artivion in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Artivion position peaked at $8.16K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Artivion as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.