Carson Wealth (CWM LLC)
LIVN icon

Carson Wealth (CWM LLC)’s LivaNova LIVN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$457K Buy
7,188
+296
+4% +$19.1K ﹤0.01% 2088
2025
Q4 		$424K Buy
6,892
+2,911
+73% +$166K ﹤0.01% 2019
2025
Q3 		$209K Sell
3,981
-1,536
-28% -$77.3K ﹤0.01% 2409
2025
Q2 		$248K Buy
5,517
+4,646
+533% +$192K ﹤0.01% 1992
2025
Q1 		$34K Buy
871
+299
+52% +$13.4K ﹤0.01% 3291
2024
Q4 		$26K Buy
572
+156
+38% +$8K ﹤0.01% 3263
2024
Q3 		$22K Buy
416
+6
+1% +$297 ﹤0.01% 3299
2024
Q2 		$22K Buy
410
+58
+16% +$3.31K ﹤0.01% 3049
2024
Q1 		$20K Buy
352
+4
+1% +$208 ﹤0.01% 2915
2023
Q4 		$18K Sell
348
-122
-26% -$5.91K ﹤0.01% 2841
2023
Q3 		$25K Buy
470
+4
+0.9% +$219 ﹤0.01% 2528
2023
Q2 		$24K Buy
466
+24
+5% +$1.13K ﹤0.01% 2515
2023
Q1 		$19K Buy
442
+322
+268% +$16.3K ﹤0.01% 2545
2022
Q4 		$7K Sell
120
-72
-38% -$3.68K ﹤0.01% 3013
2022
Q3 		$10K Buy
192
+185
+2,643% +$11K ﹤0.01% 2682
2022
Q2 		$0 Sell
7
-7
-50% -$496 ﹤0.01% 3969
2022
Q1 		$1K Buy
+14
New +$1.09K ﹤0.01% 3369
2021
Q2 		$2K Hold
21
– – ﹤0.01% 2669
2021
Q1 		$2K Hold
21
– – ﹤0.01% 2669
2020
Q4 		$2K Hold
21
– – ﹤0.01% 2668
2020
Q3 		$2K Hold
21
– – ﹤0.01% 2667
2020
Q2 		$2K Hold
21
– – ﹤0.01% 2666
2020
Q1 		$2K Hold
21
– – ﹤0.01% 2666
2019
Q4 		$2K Hold
21
– – ﹤0.01% 2665
2019
Q3 		$2K Hold
21
– – ﹤0.01% 2665
2019
Q2 		$2K Hold
21
– – ﹤0.01% 2665
2019
Q1 		$2K Buy
+21
New +$1.96K ﹤0.01% 2664

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 $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LIVN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its LivaNova (LIVN) stake by 4.3% in Q1 2026, buying an estimated $19.1K and bringing the position to 7,188 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Carson Wealth (CWM LLC) first reported a position in LIVN in Q1 2019 and has held it in 27 quarters since. 291 funds tracked by Wall St. Rank hold LIVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,188 shares of LivaNova worth $457K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 296 LivaNova shares in Q1 2026, an estimated $19.1K.
  • LivaNova made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2088 holding.
  • Carson Wealth (CWM LLC) first reported a position in LivaNova in Q1 2019 and has held it in 27 quarters since.
  • 291 funds tracked by Wall St. Rank held LivaNova as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.