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Smallwood Wealth Investment Management’s Live Nation Entertainment LYV Stock Holding History

Smallwood Wealth Investment Management’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1K Sell
6
-8
-57% -$1.32K ﹤0.01% 432
2026
Q1 		$2.13K Hold
14
– – ﹤0.01% 407
2025
Q4 		$2K Buy
14
+8
+133% +$1.15K ﹤0.01% 400
2025
Q3 		$980 Buy
+6
New +$948 ﹤0.01% 436

Other funds holding LYV

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Smallwood Wealth Investment Management's LYV Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Live Nation Entertainment (LYV) stake by 57% in Q2 2026, selling an estimated $1.32K and leaving 6 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Smallwood Wealth Investment Management first reported a position in LYV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13K in Q1 2026. 368 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Smallwood Wealth Investment Management held 6 shares of Live Nation Entertainment worth $1.1K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 8 Live Nation Entertainment shares in Q2 2026, an estimated $1.32K.
  • Live Nation Entertainment made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #432 holding.
  • Smallwood Wealth Investment Management first reported a position in Live Nation Entertainment in Q3 2025 and has held it in 4 quarters since.
  • Smallwood Wealth Investment Management's Live Nation Entertainment position peaked at $2.13K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.