Clearstead Trust’s LivaNova LIVN Stock Holding History

Clearstead Trust’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	$3.37K	Hold	41	–	–	﹤0.01%	842
2026 Q1	$2.61K	Hold	41	–	–	﹤0.01%	854
2025 Q4	$2.52K	Buy	+41	New	+$2.34K	﹤0.01%	871

Other funds holding LIVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Trust's LIVN Position: Q2 2026 in Review

Clearstead Trust held its LivaNova (LIVN) position steady in Q2 2026 at 41 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Clearstead Trust first reported a position in LIVN in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

Clearstead Trust held 41 shares of LivaNova worth $3.37K as of Q2 2026.
Clearstead Trust left its LivaNova share count unchanged in Q2 2026.
LivaNova made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #842 holding.
Clearstead Trust first reported a position in LivaNova in Q4 2025 and has held it in 3 quarters since.
303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.