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USA Financial Formulas’s Artivion AORT Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-1,133
Closed -$51.7K – 443
2025
Q4 		$51.7K Buy
1,133
+703
+163% +$31.3K 0.01% 231
2025
Q3 		$18.2K Buy
+430
New +$16.2K ﹤0.01% 250
2019
Q1 		– Sell
-9,588
Closed -$337K – 132
2018
Q4 		$337K Buy
+9,588
New +$288K 0.08% 204

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

USA Financial Formulas's AORT Position: Q1 2026 in Review

USA Financial Formulas sold out of Artivion (AORT) in Q1 2026, closing a stake of 1,133 shares — an estimated $51.7K sold.

USA Financial Formulas first reported a position in AORT in Q4 2018 and held it in 3 quarters. The position peaked at $337K in Q4 2018. 239 funds tracked by Wall St. Rank hold AORT as of Q1 2026.

  • USA Financial Formulas reported no remaining Artivion position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 1,133 Artivion shares in Q1 2026, an estimated $51.7K.
  • USA Financial Formulas first reported a position in Artivion in Q4 2018 and held it in 3 quarters.
  • USA Financial Formulas's Artivion position peaked at $337K in Q4 2018.
  • 239 funds tracked by Wall St. Rank held Artivion as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.