Cresset Asset Management, LLC AORT — ARTIVION INC

Ownership history in Cresset Asset Management, LLC  ·  8 quarters on record

AI Ownership Summary

Cresset Asset Management, LLC reported ARTIVION INC (AORT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows AORT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AORT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cresset Asset Management, LLC's position in ARTIVION INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AORT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AORT stock page Cresset Asset Management, LLC fund profile Cresset Asset Management, LLC full holdings
How Cresset Asset Management, LLC held AORT — position size vs. price
% of Fund (quarterly)    AORT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 17,800 — 0% 0.00% $754K 2025-11-12 $47.63
2025 Q2 UNCHANGED — — — 17,800 — 0% 0.00% $554K 2025-08-13 $43.73
2025 Q1 REDUCED — — — 17,800 -330 -1.8% 0.00% $438K 2025-05-13 $28.91
2024 Q4 REDUCED 52.4% -14.0% ✅ 18,130 -19,929 -52.4% 0.00% $518K 2025-02-14 $30.06
2024 Q3 ADDED — — — 38,059 +5,539 +17.0% 0.00% $1.0M 2024-11-14 $26.99
2024 Q2 REDUCED — — — 32,520 -491 -1.5% 0.00% $834K 2024-08-14 $24.51
2024 Q1 ADDED — — — 33,011 +15,000 +83.3% 0.00% $699K 2024-05-15 $23.73
2023 Q4 INITIATED — — — 18,011 — — 0.00% $322K 2024-02-14 $17.56

🏢 Other funds also holding AORT

As of 2026 Q1 — sorted by position size

Juniper Investment Company, LLC 3Y 13.89% YARGER WEALTH STRATEGIES, LLC 3Y 9.35% Ophir Asset Management Pty Ltd 3Y 4.06% BRIDGER MANAGEMENT, LLC 3Y 7Y 3.79% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 2.72% Summit Creek Advisors LLC 3Y 7Y 1.42% PERCEPTIVE ADVISORS LLC 3Y 7Y 1.17% Parkman Healthcare Partners LLC 3Y 0.95% Conestoga Capital Advisors, LLC 3Y 7Y 0.86% SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3Y 7Y 0.6%

FAQ About Cresset Asset Management, LLC and AORT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cresset Asset Management, LLC reported owning AORT?

Cresset Asset Management, LLC reported AORT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AORT position in Cresset Asset Management, LLC's portfolio?

The largest reported portfolio weight for AORT was 0.00% in 2024 Q3.

What is the latest reported AORT position on this page?

The most recent filing on this page is 2025 Q3, when Cresset Asset Management, LLC reported 17,800 shares, equal to 0.00% of portfolio, with an estimated market value of $754K.

What does the chart on this AORT ownership page compare?

The chart compares Cresset Asset Management, LLC's quarterly AORT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cresset Asset Management, LLC time their AORT position?

Based on 13F filing dates vs. subsequent AORT price moves, Cresset Asset Management, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AORT relative to SPY over the holding period was +46.1%.

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