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Wellington-Altus USA’s Live Nation Entertainment LYV Stock Holding History

Wellington-Altus USA’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 		$146K Hold
958
– – 0.1% 160
2026
Q1 		$175K Hold
958
– – 0.1% 168
2025
Q4 		$137K Buy
+958
New +$138K 0.1% 163

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

Wellington-Altus USA's LYV Position: Q2 2026 in Review

Wellington-Altus USA held its Live Nation Entertainment (LYV) position steady in Q2 2026 at 958 shares worth $146K. The position accounts for 0.1% of the portfolio, ranked #160.

Wellington-Altus USA first reported a position in LYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $175K in Q1 2026. 851 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Wellington-Altus USA held 958 shares of Live Nation Entertainment worth $146K as of Q2 2026.
  • Wellington-Altus USA left its Live Nation Entertainment share count unchanged in Q2 2026.
  • Live Nation Entertainment made up 0.1% of Wellington-Altus USA's portfolio in Q2 2026, its #160 holding.
  • Wellington-Altus USA first reported a position in Live Nation Entertainment in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Live Nation Entertainment position peaked at $175K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.