Private Wealth Management Group’s LivaNova LIVN Stock Holding History

Private Wealth Management 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	$6.5K	Hold	79	–	–	﹤0.01%	736
2026 Q1	$5.02K	Hold	79	–	–	﹤0.01%	767
2025 Q4	$4.86K	Hold	79	–	–	﹤0.01%	785
2025 Q3	$4.14K	Hold	79	–	–	﹤0.01%	868
2025 Q2	$3.56K	Buy	+79	New	+$3.26K	﹤0.01%	894
2025 Q1	–	Sell	-55	Closed	-$2.55K	–	1543
2024 Q4	$2.55K	Hold	55	–	–	﹤0.01%	1001
2024 Q3	$2.89K	Sell	55 -28	-34%	-$1.39K	﹤0.01%	937
2024 Q2	$4.55K	Buy	83 +28	+51%	+$1.6K	﹤0.01%	739
2024 Q1	$3.08K	Hold	55	–	–	﹤0.01%	799
2023 Q4	$2.85K	Buy	+55	New	+$2.66K	﹤0.01%	824

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

Private Wealth Management Group's LIVN Position: Q2 2026 in Review

Private Wealth Management Group held its LivaNova (LIVN) position steady in Q2 2026 at 79 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Private Wealth Management Group first reported a position in LIVN in Q4 2023 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

Private Wealth Management Group held 79 shares of LivaNova worth $6.5K as of Q2 2026.
Private Wealth Management Group left its LivaNova share count unchanged in Q2 2026.
LivaNova made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #736 holding.
Private Wealth Management Group first reported a position in LivaNova in Q4 2023 and has held it in 10 quarters since.
303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.