CWP
LFVN icon

Core Wealth Partners’s LifeVantage LFVN Stock Holding History

Core Wealth Partners’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 		– Sell
-32,943
Closed -$203K – 183
2025
Q4 		$203K Hold
32,943
– – 0.09% 167
2025
Q3 		$321K Hold
32,943
– – 0.15% 121
2025
Q2 		$431K Hold
32,943
– – 0.22% 96
2025
Q1 		$480K Buy
+32,943
New +$621K 0.28% 85

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

Core Wealth Partners's LFVN Position: Q1 2026 in Review

Core Wealth Partners sold out of LifeVantage (LFVN) in Q1 2026, closing a stake of 32,943 shares — an estimated $203K sold.

Core Wealth Partners first reported a position in LFVN in Q1 2025 and held it in 4 quarters. The position peaked at $480K in Q1 2025. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Core Wealth Partners reported no remaining LifeVantage position as of Q1 2026 after selling out during the quarter.
  • Core Wealth Partners sold 32,943 LifeVantage shares in Q1 2026, an estimated $203K.
  • Core Wealth Partners first reported a position in LifeVantage in Q1 2025 and held it in 4 quarters.
  • Core Wealth Partners's LifeVantage position peaked at $480K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on Core Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.