Fortitude Family Office’s LivaNova LIVN Stock Holding History

Fortitude Family Office’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	$2.6K	Buy	34 +2	+6%	+$160	﹤0.01%	1893
2026 Q2	$2.63K	Buy	32 +2	+7%	+$141	﹤0.01%	1375
2026 Q1	$1.91K	Buy	30 +18	+150%	+$1.16K	﹤0.01%	1300
2025 Q4	$738	Sell	12 -6	-33%	-$343	﹤0.01%	1569
2025 Q3	$943	Buy	18 +5	+38%	+$252	﹤0.01%	1571
2025 Q2	$585	Sell	13 -13	-50%	-$536	﹤0.01%	1719
2025 Q1	$1.02K	Hold	26	–	–	﹤0.01%	1012
2024 Q4	$1.2K	Hold	26	–	–	﹤0.01%	1113
2024 Q3	$1.37K	Hold	26	–	–	﹤0.01%	1058
2024 Q2	$1.43K	Hold	26	–	–	﹤0.01%	841
2024 Q1	$1.45K	Hold	26	–	–	﹤0.01%	866
2023 Q4	$1.34K	Buy	+26	New	+$1.26K	﹤0.01%	914

Other funds holding LIVN

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's LIVN Position: Q3 2026 in Review

Fortitude Family Office increased its LivaNova (LIVN) stake by 6.3% in Q3 2026, buying an estimated $160 and bringing the position to 34 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Fortitude Family Office first reported a position in LIVN in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.63K in Q2 2026. 21 funds tracked by Wall St. Rank hold LIVN as of Q3 2026.

Fortitude Family Office held 34 shares of LivaNova worth $2.6K as of Q3 2026.
Fortitude Family Office bought 2 LivaNova shares in Q3 2026, an estimated $160.
LivaNova made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1893 holding.
Fortitude Family Office first reported a position in LivaNova in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's LivaNova position peaked at $2.63K in Q2 2026.
21 funds tracked by Wall St. Rank held LivaNova as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.