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Essential Partners’s LiveOne LVO Stock Holding History

Essential Partners’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$5 – 2739
2025
Q2 		$5 Buy
+1
New +$7 ﹤0.01% 2269

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
JBFJ
James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essential Partners's LVO Position: Q3 2025 in Review

Essential Partners sold out of LiveOne (LVO) in Q3 2025, closing a stake of 1 share — an estimated $5 sold.

Essential Partners first reported a position in LVO in Q2 2025 and held it in 1 quarter. The position peaked at $5 in Q2 2025. 35 funds tracked by Wall St. Rank hold LVO as of Q3 2025.

  • Essential Partners reported no remaining LiveOne position as of Q3 2025 after selling out during the quarter.
  • Essential Partners sold 1 LiveOne share in Q3 2025, an estimated $5.
  • Essential Partners first reported a position in LiveOne in Q2 2025 and held it in 1 quarter.
  • Essential Partners's LiveOne position peaked at $5 in Q2 2025.
  • 35 funds tracked by Wall St. Rank held LiveOne as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.