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Portside Wealth Group’s LivaNova LIVN Stock Holding History

Portside Wealth Group’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 		$725K Buy
8,816
+1,525
+21% +$108K 0.08% 235
2026
Q1 		$463K Buy
+7,291
New +$470K 0.06% 273

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Portside Wealth Group's LIVN Position: Q2 2026 in Review

Portside Wealth Group increased its LivaNova (LIVN) stake by 21% in Q2 2026, buying an estimated $108K and bringing the position to 8,816 shares worth $725K. The position accounts for 0.08% of the portfolio, ranked #235.

Portside Wealth Group first reported a position in LIVN in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • Portside Wealth Group held 8,816 shares of LivaNova worth $725K as of Q2 2026.
  • Portside Wealth Group bought 1,525 LivaNova shares in Q2 2026, an estimated $108K.
  • LivaNova made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #235 holding.
  • Portside Wealth Group first reported a position in LivaNova in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.