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Retirement Wealth Solutions’s LivaNova LIVN Stock Holding History

Retirement Wealth Solutions’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
Q3 		$77 Hold
1
– – ﹤0.01% 890
2026
Q2 		$83 Hold
1
– – ﹤0.01% 795
2026
Q1 		$64 Hold
1
– – ﹤0.01% 808
2025
Q4 		$62 Sell
1
-12
-92% -$686 ﹤0.01% 754
2025
Q3 		$681 Sell
13
-63
-83% -$3.17K ﹤0.01% 648
2025
Q2 		$3.42K Hold
76
– – ﹤0.01% 346
2025
Q1 		$2.99K Hold
76
– – ﹤0.01% 343
2024
Q4 		$3.55K Buy
+76
New +$3.9K ﹤0.01% 328

Other funds holding LIVN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Retirement Wealth Solutions's LIVN Position: Q3 2026 in Review

Retirement Wealth Solutions held its LivaNova (LIVN) position steady in Q3 2026 at 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Retirement Wealth Solutions first reported a position in LIVN in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.55K in Q4 2024. 11 funds tracked by Wall St. Rank hold LIVN as of Q3 2026.

  • Retirement Wealth Solutions held 1 share of LivaNova worth $77 as of Q3 2026.
  • Retirement Wealth Solutions left its LivaNova share count unchanged in Q3 2026.
  • LivaNova made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #890 holding.
  • Retirement Wealth Solutions first reported a position in LivaNova in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's LivaNova position peaked at $3.55K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held LivaNova as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.