Clearstead Advisors’s LifeMD LFMD Stock Holding History

Clearstead Advisors’s Portfolio LFMD Stock Details LFMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-636	Closed	-$4.32K	–	3036
2025 Q3	$4.32K	Hold	636	–	–	﹤0.01%	2209
2025 Q2	$8.66K	Buy	+636	New	+$6.01K	﹤0.01%	1928

Other funds holding LFMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Clearstead Advisors's LFMD Position: Q4 2025 in Review

Clearstead Advisors sold out of LifeMD (LFMD) in Q4 2025, closing a stake of 636 shares — an estimated $4.32K sold.

Clearstead Advisors first reported a position in LFMD in Q2 2025 and held it in 2 quarters. The position peaked at $8.66K in Q2 2025. 104 funds tracked by Wall St. Rank hold LFMD as of Q4 2025.

Clearstead Advisors reported no remaining LifeMD position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 636 LifeMD shares in Q4 2025, an estimated $4.32K.
Clearstead Advisors first reported a position in LifeMD in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's LifeMD position peaked at $8.66K in Q2 2025.
104 funds tracked by Wall St. Rank held LifeMD as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.