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Whipplewood Advisors’s Live Nation Entertainment LYV Stock Holding History

Whipplewood Advisors’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 		– Sell
-19
Closed -$2.9K – 890
2026
Q1 		$2.9K Buy
19
+8
+73% +$1.21K ﹤0.01% 708
2025
Q4 		$1.57K Buy
+11
New +$1.58K ﹤0.01% 361
2025
Q3 		– Sell
-48
Closed -$7.26K – 809
2025
Q2 		$7.26K Sell
48
-2,798
-98% -$385K ﹤0.01% 623
2025
Q1 		$6.27K Buy
2,846
+2,798
+5,829% +$382K ﹤0.01% 653
2024
Q4 		$6.22K Buy
+48
New +$6.04K ﹤0.01% 645

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

Whipplewood Advisors's LYV Position: Q2 2026 in Review

Whipplewood Advisors sold out of Live Nation Entertainment (LYV) in Q2 2026, closing a stake of 19 shares — an estimated $2.9K sold.

Whipplewood Advisors first reported a position in LYV in Q4 2024 and held it in 5 quarters. The position peaked at $7.26K in Q2 2025. 848 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Whipplewood Advisors reported no remaining Live Nation Entertainment position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 19 Live Nation Entertainment shares in Q2 2026, an estimated $2.9K.
  • Whipplewood Advisors first reported a position in Live Nation Entertainment in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Live Nation Entertainment position peaked at $7.26K in Q2 2025.
  • 848 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.