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 Q2	$4.27M	Buy	51,885 +10,304	+25%	+$729K	﹤0.01%	1532
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	–	3613
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 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

Creative Planning's LIVN Position: Q2 2026 in Review

Creative Planning increased its LivaNova (LIVN) stake by 25% in Q2 2026, buying an estimated $729K and bringing the position to 51,885 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Creative Planning first reported a position in LIVN in Q4 2015 and has held it in 15 quarters since. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

Creative Planning held 51,885 shares of LivaNova worth $4.27M as of Q2 2026.
Creative Planning bought 10,304 LivaNova shares in Q2 2026, an estimated $729K.
LivaNova made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1532 holding.
Creative Planning first reported a position in LivaNova in Q4 2015 and has held it in 15 quarters since.
303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.