Creative Planning
LIVN icon

Creative Planning’s LivaNova LIVN Stock Holding History

Creative Planning’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 		$2.64M Buy
41,581
+9,452
+29% +$610K ﹤0.01% 1683
2025
Q4 		$1.98M Buy
32,129
+1,997
+7% +$114K ﹤0.01% 1737
2025
Q3 		$1.58M Buy
30,132
+5,179
+21% +$261K ﹤0.01% 1734
2025
Q2 		$1.12M Buy
+24,953
New +$1.03M ﹤0.01% 1755
2025
Q1 		– Sell
-19
Closed -$880 – 3614
2024
Q4 		$880 Buy
+19
New +$974 ﹤0.01% 3546
2024
Q3 		– Sell
-3,676
Closed -$202K – 3264
2024
Q2 		$202K Buy
+3,676
New +$209K ﹤0.01% 2666
2018
Q4 		– Sell
-2,000
Closed -$248K – 2033
2018
Q3 		$248K Buy
+2,000
New +$236K ﹤0.01% 1536
2017
Q3 		– Sell
-2,000
Closed -$122K – 2906
2017
Q2 		$122K Hold
2,000
– – ﹤0.01% 1839
2017
Q1 		$98K Hold
2,000
– – ﹤0.01% 1976
2016
Q4 		$90K Sell
2,000
-85
-4% -$4.18K ﹤0.01% 1940
2016
Q3 		$125K Buy
2,085
+85
+4% +$4.89K ﹤0.01% 1691
2016
Q2 		$100K Hold
2,000
– – ﹤0.01% 1677
2016
Q1 		$108K Hold
2,000
– – ﹤0.01% 1570
2015
Q4 		$119K Buy
+2,000
New +$121K ﹤0.01% 1527

Other funds holding LIVN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $134B 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 $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return