Carson Wealth (CWM LLC)
LFVN icon

Carson Wealth (CWM LLC)’s LifeVantage LFVN Stock Holding History

Carson Wealth (CWM LLC)’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 		$24.3K Buy
5,626
+4,254
+310% +$22.3K ﹤0.01% 4300
2025
Q4 		$8K Sell
1,372
-789
-37% -$5.84K ﹤0.01% 4647
2025
Q3 		$21K Buy
2,161
+582
+37% +$7.29K ﹤0.01% 4096
2025
Q2 		$21K Hold
1,579
– – ﹤0.01% 3877
2025
Q1 		$23K Hold
1,579
– – ﹤0.01% 3574
2024
Q4 		$28K Buy
1,579
+200
+15% +$2.8K ﹤0.01% 3224
2024
Q3 		$17K Buy
+1,379
New +$11.4K ﹤0.01% 3464
2022
Q1 		– Sell
-1,558
Closed -$10K – 3715
2021
Q4 		$10K Buy
+1,558
New +$10.6K ﹤0.01% 2355
2021
Q2 		$11K Hold
1,558
– – ﹤0.01% 2063
2021
Q1 		$11K Hold
1,558
– – ﹤0.01% 2063
2020
Q4 		$11K Hold
1,558
– – ﹤0.01% 2062
2020
Q3 		$11K Hold
1,558
– – ﹤0.01% 2061
2020
Q2 		$11K Hold
1,558
– – ﹤0.01% 2061
2020
Q1 		$11K Hold
1,558
– – ﹤0.01% 2061
2019
Q4 		$11K Hold
1,558
– – ﹤0.01% 2061
2019
Q3 		$11K Hold
1,558
– – ﹤0.01% 2061
2019
Q2 		$11K Hold
1,558
– – ﹤0.01% 2061
2019
Q1 		$11K Buy
+1,558
New +$22.6K ﹤0.01% 2061

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LFVN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its LifeVantage (LFVN) stake by 310% in Q1 2026, buying an estimated $22.3K and bringing the position to 5,626 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4300.

Carson Wealth (CWM LLC) first reported a position in LFVN in Q1 2019 and has held it in 18 quarters since. The position peaked at $28K in Q4 2024. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,626 shares of LifeVantage worth $24.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,254 LifeVantage shares in Q1 2026, an estimated $22.3K.
  • LifeVantage made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4300 holding.
  • Carson Wealth (CWM LLC) first reported a position in LifeVantage in Q1 2019 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s LifeVantage position peaked at $28K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.