Envestnet Asset Management’s LifeVantage LFVN Stock Holding History

Envestnet Asset 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	$947K	Buy	219,162 +41,225	+23%	+$216K	﹤0.01%	3502
2025 Q4	$1.1M	Buy	177,937 +66,174	+59%	+$490K	﹤0.01%	3213
2025 Q3	$1.09M	Buy	111,763 +7,093	+7%	+$88.8K	﹤0.01%	3284
2025 Q2	$1.37M	Sell	104,670 -32,860	-24%	-$425K	﹤0.01%	3066
2025 Q1	$2.01M	Sell	137,530 -8,714	-6%	-$164K	﹤0.01%	2722
2024 Q4	$2.56M	Sell	146,244 -76,629	-34%	-$1.07M	﹤0.01%	2547
2024 Q3	$2.69M	Buy	+222,873	New	+$1.85M	﹤0.01%	2478
2016 Q4	–	Sell	-1,315	Closed	-$12K	–	3220
2016 Q3	$12K	Hold	1,315	–	–	﹤0.01%	2865
2016 Q2	$18K	Sell	1,315 -10,400	-89%	-$118K	﹤0.01%	2976
2016 Q1	$107K	Buy	+11,715	New	+$104K	﹤0.01%	2365

Other funds holding LFVN

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Envestnet Asset Management's LFVN Position: Q1 2026 in Review

Envestnet Asset Management increased its LifeVantage (LFVN) stake by 23% in Q1 2026, buying an estimated $216K and bringing the position to 219,162 shares worth $947K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

Envestnet Asset Management first reported a position in LFVN in Q1 2016 and has held it in 10 quarters since. The position peaked at $2.69M in Q3 2024. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

Envestnet Asset Management held 219,162 shares of LifeVantage worth $947K as of Q1 2026.
Envestnet Asset Management bought 41,225 LifeVantage shares in Q1 2026, an estimated $216K.
LifeVantage made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3502 holding.
Envestnet Asset Management first reported a position in LifeVantage in Q1 2016 and has held it in 10 quarters since.
Envestnet Asset Management's LifeVantage position peaked at $2.69M in Q3 2024.
104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.