Root Financial Partners
LIVN icon

Root Financial Partners’s LivaNova LIVN Stock Holding History

Root Financial Partners’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 		$32.3K Buy
+422
New +$33.7K ﹤0.01% 1306
2026
Q2 		– Sell
-167
Closed -$10.6K – 1963
2026
Q1 		$10.6K Buy
167
+31
+23% +$2K ﹤0.01% 1661
2025
Q4 		$8.37K Buy
136
+11
+9% +$629 ﹤0.01% 1575
2025
Q3 		$6.55K Buy
+125
New +$6.29K ﹤0.01% 1617

Other funds holding LIVN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Root Financial Partners's LIVN Position: Q3 2026 in Review

Root Financial Partners opened a new position in LivaNova (LIVN) in Q3 2026: 422 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LIVN as recently as Q1 2026.

Root Financial Partners first reported a position in LIVN in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold LIVN as of Q3 2026.

  • Root Financial Partners held 422 shares of LivaNova worth $32.3K as of Q3 2026.
  • LivaNova was a new Root Financial Partners position in Q3 2026.
  • LivaNova made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1306 holding.
  • Root Financial Partners first reported a position in LivaNova in Q3 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held LivaNova as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.