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WealthPlan Investment Management’s Live Nation Entertainment LYV Stock Holding History

WealthPlan Investment Management’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 		$522K Buy
2,850
+583
+26% +$95.9K 0.03% 310
2026
Q1 		$346K Buy
2,267
+655
+41% +$99.2K 0.02% 364
2025
Q4 		$230K Sell
1,612
-85
-5% -$12.2K 0.01% 351
2025
Q3 		$277K Buy
+1,697
New +$268K 0.02% 281
2023
Q2 		– Sell
-112
Closed -$7.84K – 429
2023
Q1 		$7.84K Buy
+112
New +$8.21K ﹤0.01% 338

Other funds holding LYV

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

WealthPlan Investment Management's LYV Position: Q2 2026 in Review

WealthPlan Investment Management increased its Live Nation Entertainment (LYV) stake by 26% in Q2 2026, buying an estimated $95.9K and bringing the position to 2,850 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #310.

WealthPlan Investment Management first reported a position in LYV in Q1 2023 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • WealthPlan Investment Management held 2,850 shares of Live Nation Entertainment worth $522K as of Q2 2026.
  • WealthPlan Investment Management bought 583 Live Nation Entertainment shares in Q2 2026, an estimated $95.9K.
  • Live Nation Entertainment made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #310 holding.
  • WealthPlan Investment Management first reported a position in Live Nation Entertainment in Q1 2023 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.