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Allworth Financial’s LivaNova LIVN Stock Holding History

Allworth Financial’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5K Buy
298
+144
+94% +$10.2K ﹤0.01% 3038
2026
Q1 		$9.79K Buy
154
+50
+48% +$3.23K ﹤0.01% 3524
2025
Q4 		$6.4K Buy
104
+61
+142% +$3.48K ﹤0.01% 3563
2025
Q3 		$2.25K Buy
43
+11
+34% +$554 ﹤0.01% 3945
2025
Q2 		$1.44K Buy
32
+26
+433% +$1.07K ﹤0.01% 3840
2025
Q1 		$224 Buy
6
+2
+50% +$90 ﹤0.01% 3848
2024
Q4 		$195 Sell
4
-55
-93% -$2.82K ﹤0.01% 3795
2024
Q3 		$3.1K Sell
59
-34
-37% -$1.69K ﹤0.01% 2769
2024
Q2 		$4.92K Sell
93
-183
-66% -$10.4K ﹤0.01% 2531
2024
Q1 		$15.4K Hold
276
– – ﹤0.01% 1909
2023
Q4 		$14.3K Hold
276
– – ﹤0.01% 1834
2023
Q3 		$14.6K Buy
276
+265
+2,409% +$14.5K ﹤0.01% 1706
2023
Q2 		$566 Buy
+11
New +$516 ﹤0.01% 2871
2022
Q4 		– Sell
-243
Closed -$12K – 3116
2022
Q3 		$12K Buy
243
+241
+12,050% +$14.3K ﹤0.01% 1558
2022
Q2 		$0 Sell
2
-3
-60% -$212 ﹤0.01% 2616
2022
Q1 		$0 Buy
+5
New +$389 ﹤0.01% 2260
2021
Q4 		– Sell
-793
Closed -$63K – 2047
2021
Q3 		$63K Sell
793
-2,293
-74% -$188K ﹤0.01% 725
2021
Q2 		$260K Buy
+3,086
New +$254K ﹤0.01% 335

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's LIVN Position: Q2 2026 in Review

Allworth Financial increased its LivaNova (LIVN) stake by 94% in Q2 2026, buying an estimated $10.2K and bringing the position to 298 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Allworth Financial first reported a position in LIVN in Q2 2021 and has held it in 18 quarters since. The position peaked at $260K in Q2 2021. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • Allworth Financial held 298 shares of LivaNova worth $24.5K as of Q2 2026.
  • Allworth Financial bought 144 LivaNova shares in Q2 2026, an estimated $10.2K.
  • LivaNova made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3038 holding.
  • Allworth Financial first reported a position in LivaNova in Q2 2021 and has held it in 18 quarters since.
  • Allworth Financial's LivaNova position peaked at $260K in Q2 2021.
  • 303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.