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CSM Advisors’s LivaNova LIVN Stock Holding History

CSM Advisors’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 		$10.7M Buy
129,841
+21,364
+20% +$1.51M 0.23% 108
2026
Q1 		$6.89M Buy
108,477
+9,620
+10% +$620K 0.17% 140
2025
Q4 		$6.08M Buy
98,857
+4,933
+5% +$282K 0.17% 139
2025
Q3 		$4.92M Buy
93,924
+16,199
+21% +$815K 0.14% 172
2025
Q2 		$3.5M Buy
+77,725
New +$3.21M 0.1% 238

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 $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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CSM Advisors's LIVN Position: Q2 2026 in Review

CSM Advisors increased its LivaNova (LIVN) stake by 20% in Q2 2026, buying an estimated $1.51M and bringing the position to 129,841 shares worth $10.7M. The position accounts for 0.23% of the portfolio, ranked #108.

CSM Advisors first reported a position in LIVN in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • CSM Advisors held 129,841 shares of LivaNova worth $10.7M as of Q2 2026.
  • CSM Advisors bought 21,364 LivaNova shares in Q2 2026, an estimated $1.51M.
  • LivaNova made up 0.23% of CSM Advisors's portfolio in Q2 2026, its #108 holding.
  • CSM Advisors first reported a position in LivaNova in Q2 2025 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.