Whipplewood Advisors’s LivaNova LIVN Stock Holding History

Whipplewood 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
2025 Q2	–	Sell	-40	Closed	-$589	–	1246
2025 Q1	$589	Buy	40 +25	+167%	+$1.12K	﹤0.01%	1109
2024 Q4	$695	Buy	+15	New	+$769	﹤0.01%	1073

Other funds holding LIVN

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Whipplewood Advisors's LIVN Position: Q2 2025 in Review

Whipplewood Advisors sold out of LivaNova (LIVN) in Q2 2025, closing a stake of 40 shares — an estimated $589 sold.

Whipplewood Advisors first reported a position in LIVN in Q4 2024 and held it in 2 quarters. The position peaked at $695 in Q4 2024. 252 funds tracked by Wall St. Rank hold LIVN as of Q2 2025.

Whipplewood Advisors reported no remaining LivaNova position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 40 LivaNova shares in Q2 2025, an estimated $589.
Whipplewood Advisors first reported a position in LivaNova in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's LivaNova position peaked at $695 in Q4 2024.
252 funds tracked by Wall St. Rank held LivaNova as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.