PWMG
LIVN icon

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
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
BlackRock New York $5.7T 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 $134B 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 $61.3B 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