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Congress Asset Management’s LivaNova LIVN Stock Holding History

Congress Asset Management’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
Q3 		$115M Buy
1,502,802
+558
+0% +$44.6K 0.75% 39
2026
Q2 		$124M Buy
1,502,244
+227,424
+18% +$16.1M 0.76% 44
2026
Q1 		$81M Buy
+1,274,820
New +$82.2M 0.58% 62

Other funds holding LIVN

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Congress Asset Management's LIVN Position: Q3 2026 in Review

Congress Asset Management increased its LivaNova (LIVN) stake by 0.04% in Q3 2026, buying an estimated $44.6K and bringing the position to 1,502,802 shares worth $115M. The position accounts for 0.75% of the portfolio, ranked #39.

Congress Asset Management first reported a position in LIVN in Q1 2026 and has held it in 3 quarters since. The position peaked at $124M in Q2 2026. 11 funds tracked by Wall St. Rank hold LIVN as of Q3 2026.

  • Congress Asset Management held 1,502,802 shares of LivaNova worth $115M as of Q3 2026.
  • Congress Asset Management bought 558 LivaNova shares in Q3 2026, an estimated $44.6K.
  • LivaNova made up 0.75% of Congress Asset Management's portfolio in Q3 2026, its #39 holding.
  • Congress Asset Management first reported a position in LivaNova in Q1 2026 and has held it in 3 quarters since.
  • Congress Asset Management's LivaNova position peaked at $124M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held LivaNova as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.