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Essential Partners’s LivaNova LIVN Stock Holding History

Essential Partners’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 		$19.2K Hold
251
– – 0.01% 926
2026
Q2 		$20.6K Sell
251
-6
-2% -$424 0.01% 892
2026
Q1 		$16.3K Hold
257
– – 0.01% 1015
2025
Q4 		$15.8K Buy
257
+12
+5% +$686 ﹤0.01% 994
2025
Q3 		$12.8K Buy
245
+10
+4% +$503 ﹤0.01% 1067
2025
Q2 		$10.6K Buy
+235
New +$9.7K ﹤0.01% 828

Other funds holding LIVN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's LIVN Position: Q3 2026 in Review

Essential Partners held its LivaNova (LIVN) position steady in Q3 2026 at 251 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #926.

Essential Partners first reported a position in LIVN in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.6K in Q2 2026. 16 funds tracked by Wall St. Rank hold LIVN as of Q3 2026.

  • Essential Partners held 251 shares of LivaNova worth $19.2K as of Q3 2026.
  • Essential Partners left its LivaNova share count unchanged in Q3 2026.
  • LivaNova made up 0.01% of Essential Partners's portfolio in Q3 2026, its #926 holding.
  • Essential Partners first reported a position in LivaNova in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's LivaNova position peaked at $20.6K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held LivaNova as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.