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United Capital Financial Advisors’s LivaNova LIVN Stock Holding History

United Capital Financial Advisors’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 		– Sell
-3,157
Closed -$201K – 1691
2026
Q1 		$201K Buy
+3,157
New +$204K ﹤0.01% 1555

Other funds holding LIVN

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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 $3.37T AUM 44.26% 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

United Capital Financial Advisors's LIVN Position: Q2 2026 in Review

United Capital Financial Advisors sold out of LivaNova (LIVN) in Q2 2026, closing a stake of 3,157 shares — an estimated $201K sold.

United Capital Financial Advisors first reported a position in LIVN in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • United Capital Financial Advisors reported no remaining LivaNova position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,157 LivaNova shares in Q2 2026, an estimated $201K.
  • United Capital Financial Advisors first reported a position in LivaNova in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's LivaNova position peaked at $201K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.