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EP Wealth Advisors’s LivaNova LIVN Stock Holding History

EP Wealth 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 		$920K Sell
11,185
-649
-5% -$45.9K ﹤0.01% 780
2026
Q1 		$752K Buy
11,834
+178
+2% +$11.5K ﹤0.01% 734
2025
Q4 		$717K Buy
+11,656
New +$666K ﹤0.01% 720
2025
Q2 		$497K Buy
11,029
+3,564
+48% +$147K ﹤0.01% 784
2025
Q1 		$293K Buy
+7,465
New +$335K ﹤0.01% 920

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

EP Wealth Advisors's LIVN Position: Q2 2026 in Review

EP Wealth Advisors reduced its LivaNova (LIVN) stake by 5.5% in Q2 2026, selling an estimated $45.9K and leaving 11,185 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

EP Wealth Advisors first reported a position in LIVN in Q1 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • EP Wealth Advisors held 11,185 shares of LivaNova worth $920K as of Q2 2026.
  • EP Wealth Advisors sold 649 LivaNova shares in Q2 2026, an estimated $45.9K.
  • LivaNova made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #780 holding.
  • EP Wealth Advisors first reported a position in LivaNova in Q1 2025 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.