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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
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 $585M AUM 5.18% 1-Year Est. Return
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

Copeland Capital Management's LFVN Position: Q1 2026 in Review

Copeland Capital Management increased its LifeVantage (LFVN) stake by 3.8% in Q1 2026, buying an estimated $911 and bringing the position to 4,712 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Copeland Capital Management first reported a position in LFVN in Q4 2024 and has held it in 6 quarters since. The position peaked at $65.4K in Q4 2024. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Copeland Capital Management held 4,712 shares of LifeVantage worth $20.4K as of Q1 2026.
  • Copeland Capital Management bought 174 LifeVantage shares in Q1 2026, an estimated $911.
  • LifeVantage made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #235 holding.
  • Copeland Capital Management first reported a position in LifeVantage in Q4 2024 and has held it in 6 quarters since.
  • Copeland Capital Management's LifeVantage position peaked at $65.4K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.