BTI
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Blue Trust Inc’s LifeVantage LFVN Stock Holding History

Blue Trust Inc’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
Q2 		$10.5K Hold
1,686
– – ﹤0.01% 1855
2026
Q1 		$7.28K Hold
1,686
– – ﹤0.01% 1909
2025
Q4 		$10.4K Hold
1,686
– – ﹤0.01% 1843
2025
Q3 		$16.4K Hold
1,686
– – ﹤0.01% 1718
2025
Q2 		$22.1K Hold
1,686
– – ﹤0.01% 1650
2025
Q1 		$24.6K Hold
1,686
– – ﹤0.01% 1593
2024
Q4 		$29.6K Hold
1,686
– – ﹤0.01% 1499
2024
Q3 		$10.8K Hold
1,686
– – ﹤0.01% 2168
2024
Q2 		$10.2K Hold
1,686
– – ﹤0.01% 1920
2024
Q1 		$10.2K Hold
1,686
– – ﹤0.01% 1441
2023
Q4 		$11K Hold
1,686
– – ﹤0.01% 1551
2023
Q3 		$7K Buy
+1,686
New +$9.43K ﹤0.01% 1533
2023
Q2 		– Sell
-1,686
Closed -$6K – 2312
2023
Q1 		$6K Hold
1,686
– – ﹤0.01% 1739
2022
Q4 		$6K Hold
1,686
– – ﹤0.01% 1676
2022
Q3 		$7K Buy
+1,686
New +$6.82K ﹤0.01% 1471

Other funds holding LFVN

PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc's LFVN Position: Q2 2026 in Review

Blue Trust Inc held its LifeVantage (LFVN) position steady in Q2 2026 at 1,686 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Blue Trust Inc first reported a position in LFVN in Q3 2022 and has held it in 15 quarters since. The position peaked at $29.6K in Q4 2024. 16 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • Blue Trust Inc held 1,686 shares of LifeVantage worth $10.5K as of Q2 2026.
  • Blue Trust Inc left its LifeVantage share count unchanged in Q2 2026.
  • LifeVantage made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1855 holding.
  • Blue Trust Inc first reported a position in LifeVantage in Q3 2022 and has held it in 15 quarters since.
  • Blue Trust Inc's LifeVantage position peaked at $29.6K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.