Wealth Enhancement Advisory Services
LIVN icon

Wealth Enhancement Advisory Services’s LivaNova LIVN Stock Holding History

Wealth Enhancement Advisory Services’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 		$818K Buy
15,362
+2,593
+20% +$183K ﹤0.01% 2234
2026
Q1 		$488K Buy
12,769
+7,623
+148% +$492K ﹤0.01% 2337
2025
Q4 		$335K Buy
5,146
+1,989
+63% +$114K ﹤0.01% 2828
2025
Q3 		$165K Sell
3,157
-5,940
-65% -$299K ﹤0.01% 3206
2025
Q2 		$420K Buy
+9,097
New +$375K ﹤0.01% 2357

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Wealth Enhancement Advisory Services's LIVN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its LivaNova (LIVN) stake by 20% in Q2 2026, buying an estimated $183K and bringing the position to 15,362 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Wealth Enhancement Advisory Services first reported a position in LIVN in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold LIVN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,362 shares of LivaNova worth $818K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,593 LivaNova shares in Q2 2026, an estimated $183K.
  • LivaNova made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2234 holding.
  • Wealth Enhancement Advisory Services first reported a position in LivaNova in Q2 2025 and has held it in 5 quarters since.
  • 303 funds tracked by Wall St. Rank held LivaNova as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.