CM
LFVN icon

Capital Management’s LifeVantage LFVN Stock Holding History

Capital 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 		$10.5M Buy
2,441,919
+307,345
+14% +$1.61M 1.8% 23
2025
Q4 		$13.1M Buy
2,134,574
+70,398
+3% +$521K 2.16% 19
2025
Q3 		$20.1M Buy
2,064,176
+798,066
+63% +$9.99M 3.16% 10
2025
Q2 		$16.6M Buy
1,266,110
+550,607
+77% +$7.12M 2.82% 13
2025
Q1 		$10.4M Buy
715,503
+413,918
+137% +$7.81M 1.81% 25
2024
Q4 		$5.29M Sell
301,585
-118,345
-28% -$1.66M 0.95% 42
2024
Q3 		$5.07M Buy
+419,930
New +$3.48M 0.9% 42

Other funds holding LFVN

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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Capital Management's LFVN Position: Q1 2026 in Review

Capital Management increased its LifeVantage (LFVN) stake by 14% in Q1 2026, buying an estimated $1.61M and bringing the position to 2,441,919 shares worth $10.5M. The position accounts for 1.8% of the portfolio, ranked #23.

Capital Management first reported a position in LFVN in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.1M in Q3 2025. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Capital Management held 2,441,919 shares of LifeVantage worth $10.5M as of Q1 2026.
  • Capital Management bought 307,345 LifeVantage shares in Q1 2026, an estimated $1.61M.
  • LifeVantage made up 1.8% of Capital Management's portfolio in Q1 2026, its #23 holding.
  • Capital Management first reported a position in LifeVantage in Q3 2024 and has held it in 7 quarters since.
  • Capital Management's LifeVantage position peaked at $20.1M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.