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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Physician Wealth Advisors's LIVN Position: Q1 2026 in Review

Physician Wealth Advisors sold out of LivaNova (LIVN) in Q1 2026, closing a stake of 8 shares — an estimated $493 sold.

Physician Wealth Advisors first reported a position in LIVN in Q2 2025 and held it in 3 quarters. The position peaked at $631 in Q2 2025. 290 funds tracked by Wall St. Rank hold LIVN as of Q1 2026.

  • Physician Wealth Advisors reported no remaining LivaNova position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 LivaNova shares in Q1 2026, an estimated $493.
  • Physician Wealth Advisors first reported a position in LivaNova in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's LivaNova position peaked at $631 in Q2 2025.
  • 290 funds tracked by Wall St. Rank held LivaNova as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.