CA
LFMD icon

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
2026
Q2 		$971 Buy
+235
New +$1.04K ﹤0.01% 2702
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's LFMD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in LifeMD (LFMD) in Q2 2026: 235 shares worth $971. The stake represents ﹤0.01% of the portfolio and ranks #2702 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LFMD as recently as Q3 2025.

Clearstead Advisors first reported a position in LFMD in Q2 2025 and has held it in 3 quarters since. The position peaked at $8.66K in Q2 2025. 116 funds tracked by Wall St. Rank hold LFMD as of Q2 2026.

  • Clearstead Advisors held 235 shares of LifeMD worth $971 as of Q2 2026.
  • LifeMD was a new Clearstead Advisors position in Q2 2026.
  • LifeMD made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2702 holding.
  • Clearstead Advisors first reported a position in LifeMD in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's LifeMD position peaked at $8.66K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held LifeMD as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.