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Copeland Capital Management’s LifeVantage LFVN Stock Holding History

Copeland 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
Q2 		– Sell
-4,712
Closed -$20.4K – 278
2026
Q1 		$20.4K Buy
4,712
+174
+4% +$911 ﹤0.01% 235
2025
Q4 		$28K Hold
4,538
– – ﹤0.01% 231
2025
Q3 		$44.2K Sell
4,538
-44
-1% -$551 ﹤0.01% 217
2025
Q2 		$59.9K Buy
4,582
+645
+16% +$8.34K ﹤0.01% 191
2025
Q1 		$57.4K Buy
3,937
+205
+5% +$3.87K ﹤0.01% 172
2024
Q4 		$65.4K Buy
+3,732
New +$52.3K ﹤0.01% 169

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Copeland Capital Management's LFVN Position: Q2 2026 in Review

Copeland Capital Management sold out of LifeVantage (LFVN) in Q2 2026, closing a stake of 4,712 shares — an estimated $20.4K sold.

Copeland Capital Management first reported a position in LFVN in Q4 2024 and held it in 6 quarters. The position peaked at $65.4K in Q4 2024. 89 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • Copeland Capital Management reported no remaining LifeVantage position as of Q2 2026 after selling out during the quarter.
  • Copeland Capital Management sold 4,712 LifeVantage shares in Q2 2026, an estimated $20.4K.
  • Copeland Capital Management first reported a position in LifeVantage in Q4 2024 and held it in 6 quarters.
  • Copeland Capital Management's LifeVantage position peaked at $65.4K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.