Position in AORT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$92,890
-$66,062 QoQ
Shares Held
4,134
-60.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 35 holders
Holding Since
Sep 2023
2 quarters on record
Common Shares in AORT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $1,824,916 across 22 Medical Devices names. AORT ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,052 | $458,418 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,791 | $252,473 | |
| 3 | MDT |
Medtronic plc
|
2,835 | $221,782 | |
| 4 | ELMD |
Electromed, Inc.
|
4,405 | $186,331 | |
| 5 | IRMD |
Iradimed Corp
|
1,000 | $95,560 | |
| 6 | SYK |
Stryker Corp
|
303 | $95,396 | |
| 7 | AORT |
Artivion, Inc.
This page
|
4,134 | $92,890 | |
| 8 | BSX |
Boston Scientific Corp
|
2,012 | $85,872 |
All Filings in AORT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,890 | 4,134 | Shares | Sole | 2026-07-15 | |
| 2023-09-30 | $158,952 | 10,485 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||