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SHP Wealth Management’s LivaNova LIVN Stock Holding History

SHP Wealth Management’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 		$1.15K Buy
14
+6
+75% +$424 ﹤0.01% 1554
2026
Q1 		$508 Buy
+8
New +$516 ﹤0.01% 1612

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SHP Wealth Management's LIVN Position: Q2 2026 in Review

SHP Wealth Management increased its LivaNova (LIVN) stake by 75% in Q2 2026, buying an estimated $424 and bringing the position to 14 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

SHP Wealth Management first reported a position in LIVN in Q1 2026 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • SHP Wealth Management held 14 shares of LivaNova worth $1.15K as of Q2 2026.
  • SHP Wealth Management bought 6 LivaNova shares in Q2 2026, an estimated $424.
  • LivaNova made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1554 holding.
  • SHP Wealth Management first reported a position in LivaNova in Q1 2026 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.