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Summit Trail Advisors’s Live Nation Entertainment LYV Stock Holding History

Summit Trail 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 		$1.59M Sell
8,706
-4,065
-32% -$669K 0.02% 755
2026
Q1 		$1.95M Buy
12,771
+2,368
+23% +$359K 0.03% 547
2025
Q4 		$1.48M Buy
10,403
+4,305
+71% +$619K 0.03% 598
2025
Q3 		$996K Buy
6,098
+2,036
+50% +$322K 0.01% 836
2025
Q2 		$615K Buy
+4,062
New +$559K 0.01% 651
2018
Q1 		– Sell
-150
Closed -$7K – 1154
2017
Q4 		$7K Buy
+150
New +$6.53K ﹤0.01% 1326

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

Summit Trail Advisors's LYV Position: Q2 2026 in Review

Summit Trail Advisors reduced its Live Nation Entertainment (LYV) stake by 32% in Q2 2026, selling an estimated $669K and leaving 8,706 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #755.

Summit Trail Advisors first reported a position in LYV in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2026. 849 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Summit Trail Advisors held 8,706 shares of Live Nation Entertainment worth $1.59M as of Q2 2026.
  • Summit Trail Advisors sold 4,065 Live Nation Entertainment shares in Q2 2026, an estimated $669K.
  • Live Nation Entertainment made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #755 holding.
  • Summit Trail Advisors first reported a position in Live Nation Entertainment in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Live Nation Entertainment position peaked at $1.95M in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.