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 Q3	$10.6K	Hold	1,686	–	–	﹤0.01%	1690
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

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

New England Professional Planning Group Westerly, Rhode Island $263M AUM 13.79% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Blue Trust Inc's LFVN Position: Q3 2026 in Review

Blue Trust Inc held its LifeVantage (LFVN) position steady in Q3 2026 at 1,686 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Blue Trust Inc first reported a position in LFVN in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.6K in Q4 2024. 17 funds tracked by Wall St. Rank hold LFVN as of Q3 2026.

Blue Trust Inc held 1,686 shares of LifeVantage worth $10.6K as of Q3 2026.
Blue Trust Inc left its LifeVantage share count unchanged in Q3 2026.
LifeVantage made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1690 holding.
Blue Trust Inc first reported a position in LifeVantage in Q3 2022 and has held it in 16 quarters since.
Blue Trust Inc's LifeVantage position peaked at $29.6K in Q4 2024.
17 funds tracked by Wall St. Rank held LifeVantage as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.