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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
GCM
Genus Capital Management Vancouver, British Columbia, Canada $1.02B AUM 88.73% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Root Financial Partners's LIVN Position: Q2 2026 in Review

Root Financial Partners sold out of LivaNova (LIVN) in Q2 2026, closing a stake of 167 shares — an estimated $10.6K sold.

Root Financial Partners first reported a position in LIVN in Q3 2025 and held it in 3 quarters. The position peaked at $10.6K in Q1 2026. 72 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • Root Financial Partners reported no remaining LivaNova position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 167 LivaNova shares in Q2 2026, an estimated $10.6K.
  • Root Financial Partners first reported a position in LivaNova in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's LivaNova position peaked at $10.6K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.