SWA
LYV icon

SOA Wealth Advisors’s Live Nation Entertainment LYV Stock Holding History

SOA Wealth Advisors’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 		$45.6K Buy
4,604
+1,333
+41% +$219K 0.01% 403
2026
Q1 		$37.4K Sell
3,271
-147
-4% -$22.3K 0.01% 413
2025
Q4 		$56.1K Sell
3,418
-188
-5% -$27K 0.01% 351
2025
Q3 		$94.5K Buy
3,606
+260
+8% +$41.1K 0.02% 299
2025
Q2 		$48.4K Sell
3,346
-546
-14% -$75.2K 0.01% 377
2025
Q1 		$68.7K Buy
3,892
+3,392
+678% +$463K 0.01% 298
2024
Q4 		$64.8K Buy
500
+80
+19% +$10.1K 0.01% 298
2024
Q3 		$46K Buy
+420
New +$40.6K 0.01% 332
2024
Q2 		– Sell
-852
Closed -$90.1K – 891
2024
Q1 		$90.1K Buy
852
+600
+238% +$56.7K 0.02% 251
2023
Q4 		$23.6K Sell
252
-75
-23% -$6.45K 0.01% 399
2023
Q3 		$27.2K Hold
327
– – 0.01% 367
2023
Q2 		$29.8K Sell
327
-147
-31% -$11.5K 0.01% 357
2023
Q1 		$33.2K Hold
474
– – 0.01% 339
2022
Q4 		$33.1K Buy
474
+95
+25% +$7.04K 0.01% 330
2022
Q3 		$28K Buy
379
+331
+690% +$29.6K 0.01% 333
2022
Q2 		$3K Buy
+48
New +$4.62K ﹤0.01% 647
2021
Q4 		– Sell
-425
Closed -$38K – 937
2021
Q3 		$38K Buy
425
+155
+57% +$13.1K 0.01% 344
2021
Q2 		$23K Buy
+270
New +$23.1K 0.01% 433
2021
Q1 		– Sell
-52
Closed -$4K – 878
2020
Q4 		$4K Buy
+52
New +$3.28K ﹤0.01% 632

Other funds holding LYV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's LYV Position: Q2 2026 in Review

SOA Wealth Advisors increased its Live Nation Entertainment (LYV) stake by 41% in Q2 2026, buying an estimated $219K and bringing the position to 4,604 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #403.

SOA Wealth Advisors first reported a position in LYV in Q4 2020 and has held it in 19 quarters since. The position peaked at $94.5K in Q3 2025. 849 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • SOA Wealth Advisors held 4,604 shares of Live Nation Entertainment worth $45.6K as of Q2 2026.
  • SOA Wealth Advisors bought 1,333 Live Nation Entertainment shares in Q2 2026, an estimated $219K.
  • Live Nation Entertainment made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #403 holding.
  • SOA Wealth Advisors first reported a position in Live Nation Entertainment in Q4 2020 and has held it in 19 quarters since.
  • SOA Wealth Advisors's Live Nation Entertainment position peaked at $94.5K in Q3 2025.
  • 849 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.