Position in AORT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,796,746
-$1,270,612 QoQ
Shares Held
240,217
+8.8% QoQ
Ownership
0.493%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AORT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $39,811,464 across 4 Medical Devices names.
All Filings in AORT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,796,746 | 240,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,067,358 | 220,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,194,286 | 240,772 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,750,038 | 120,580 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||