Physician Wealth Advisors’s LivaNova LIVN Stock Holding History

Physician Wealth Advisors’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	Buy	+3	New	+$212	﹤0.01%	2300
2026 Q1	–	Sell	-8	Closed	-$493	–	2169
2025 Q4	$493	Sell	8 -1	-11%	-$57	﹤0.01%	1892
2025 Q3	$472	Sell	9 -5	-36%	-$252	﹤0.01%	1833
2025 Q2	$631	Buy	+14	New	+$578	﹤0.01%	1647

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 $3.37T AUM 44.26% 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

Physician Wealth Advisors's LIVN Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in LivaNova (LIVN) in Q2 2026: 3 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #2300 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in LIVN as recently as Q4 2025.

Physician Wealth Advisors first reported a position in LIVN in Q2 2025 and has held it in 4 quarters since. The position peaked at $631 in Q2 2025. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

Physician Wealth Advisors held 3 shares of LivaNova worth $247 as of Q2 2026.
LivaNova was a new Physician Wealth Advisors position in Q2 2026.
LivaNova made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2300 holding.
Physician Wealth Advisors first reported a position in LivaNova in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's LivaNova position peaked at $631 in Q2 2025.
303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.