AIM
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Advyzon Investment Management’s LifeVantage LFVN Stock Holding History

Advyzon Investment Management’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$468K Buy
108,249
+45,972
+74% +$241K 0.04% 424
2025
Q4 		$384K Buy
62,277
+48,322
+346% +$358K 0.04% 385
2025
Q3 		$136K Buy
+13,955
New +$175K 0.02% 473

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advyzon Investment Management's LFVN Position: Q1 2026 in Review

Advyzon Investment Management increased its LifeVantage (LFVN) stake by 74% in Q1 2026, buying an estimated $241K and bringing the position to 108,249 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #424.

Advyzon Investment Management first reported a position in LFVN in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Advyzon Investment Management held 108,249 shares of LifeVantage worth $468K as of Q1 2026.
  • Advyzon Investment Management bought 45,972 LifeVantage shares in Q1 2026, an estimated $241K.
  • LifeVantage made up 0.04% of Advyzon Investment Management's portfolio in Q1 2026, its #424 holding.
  • Advyzon Investment Management first reported a position in LifeVantage in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.