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Pinnacle Wealth Planning Services’s LivaNova LIVN Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$318 Hold
5
– – ﹤0.01% 2653
2025
Q4 		$308 Buy
+5
New +$286 ﹤0.01% 2688
2021
Q1 		– Sell
-644
Closed -$43K – 1235
2020
Q4 		$43K Buy
+644
New +$35.8K 0.01% 859

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

Pinnacle Wealth Planning Services's LIVN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its LivaNova (LIVN) position steady in Q1 2026 at 5 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Pinnacle Wealth Planning Services first reported a position in LIVN in Q4 2020 and has held it in 3 quarters since. The position peaked at $43K in Q4 2020. 290 funds tracked by Wall St. Rank hold LIVN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5 shares of LivaNova worth $318 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its LivaNova share count unchanged in Q1 2026.
  • LivaNova made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2653 holding.
  • Pinnacle Wealth Planning Services first reported a position in LivaNova in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's LivaNova position peaked at $43K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held LivaNova as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.