IMA Advisory Services’s LivaNova LIVN Stock Holding History

IMA Advisory Services’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	$247	Sell	3 -1	-25%	-$71	﹤0.01%	1325
2026 Q1	$254	Hold	4	–	–	﹤0.01%	936
2025 Q4	$246	Hold	4	–	–	﹤0.01%	930
2025 Q3	$210	Hold	4	–	–	﹤0.01%	491
2025 Q2	$180	Buy	+4	New	+$165	﹤0.01%	508

Other funds holding LIVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IMA Advisory Services's LIVN Position: Q2 2026 in Review

IMA Advisory Services reduced its LivaNova (LIVN) stake by 25% in Q2 2026, selling an estimated $71 and leaving 3 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

IMA Advisory Services first reported a position in LIVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $254 in Q1 2026. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

IMA Advisory Services held 3 shares of LivaNova worth $247 as of Q2 2026.
IMA Advisory Services sold 1 LivaNova share in Q2 2026, an estimated $71.
LivaNova made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1325 holding.
IMA Advisory Services first reported a position in LivaNova in Q2 2025 and has held it in 5 quarters since.
IMA Advisory Services's LivaNova position peaked at $254 in Q1 2026.
303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.