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Triad Wealth Partners’s Live Nation Entertainment LYV Stock Holding History

Triad Wealth Partners’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
2025
Q4 		– Sell
-1,966
Closed -$321K – 472
2025
Q3 		$321K Sell
1,966
-106
-5% -$16.8K 0.04% 279
2025
Q2 		$313K Sell
2,072
-281
-12% -$38.7K 0.06% 210
2025
Q1 		$307K Sell
2,353
-53
-2% -$7.24K 0.1% 157
2024
Q4 		$312K Buy
+2,406
New +$303K 0.11% 130
2024
Q3 		– Sell
-2,008
Closed -$188K – 546
2024
Q2 		$188K Buy
+2,008
New +$190K 0.1% 98

Other funds holding LYV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Triad Wealth Partners's LYV Position: Q4 2025 in Review

Triad Wealth Partners sold out of Live Nation Entertainment (LYV) in Q4 2025, closing a stake of 1,966 shares — an estimated $321K sold.

Triad Wealth Partners first reported a position in LYV in Q2 2024 and held it in 5 quarters. The position peaked at $321K in Q3 2025. 772 funds tracked by Wall St. Rank hold LYV as of Q4 2025.

  • Triad Wealth Partners reported no remaining Live Nation Entertainment position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 1,966 Live Nation Entertainment shares in Q4 2025, an estimated $321K.
  • Triad Wealth Partners first reported a position in Live Nation Entertainment in Q2 2024 and held it in 5 quarters.
  • Triad Wealth Partners's Live Nation Entertainment position peaked at $321K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.