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Journey Strategic Wealth’s LivaNova LIVN Stock Holding History

Journey Strategic Wealth’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
Q1 		$230K Buy
3,623
+145
+4% +$9.35K 0.01% 702
2025
Q4 		$214K Buy
+3,478
New +$199K 0.01% 685

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Journey Strategic Wealth's LIVN Position: Q1 2026 in Review

Journey Strategic Wealth increased its LivaNova (LIVN) stake by 4.2% in Q1 2026, buying an estimated $9.35K and bringing the position to 3,623 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #702.

Journey Strategic Wealth first reported a position in LIVN in Q4 2025 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold LIVN as of Q1 2026.

  • Journey Strategic Wealth held 3,623 shares of LivaNova worth $230K as of Q1 2026.
  • Journey Strategic Wealth bought 145 LivaNova shares in Q1 2026, an estimated $9.35K.
  • LivaNova made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #702 holding.
  • Journey Strategic Wealth first reported a position in LivaNova in Q4 2025 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held LivaNova as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.