EWA
LFMD icon

EverSource Wealth Advisors’s LifeMD LFMD Stock Holding History

EverSource Wealth 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 		$3.26K Buy
789
+543
+221% +$2.4K ﹤0.01% 3494
2026
Q1 		$888 Buy
246
+75
+44% +$259 ﹤0.01% 3893
2025
Q4 		$583 Sell
171
-178
-51% -$864 ﹤0.01% 3840
2025
Q3 		$2.37K Sell
349
-11
-3% -$91 ﹤0.01% 3464
2025
Q2 		$4.9K Sell
360
-43
-11% -$406 ﹤0.01% 3168
2025
Q1 		$2.19K Buy
403
+98
+32% +$556 ﹤0.01% 2884
2024
Q4 		$1.51K Buy
+305
New +$1.6K ﹤0.01% 2824

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

EverSource Wealth Advisors's LFMD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its LifeMD (LFMD) stake by 221% in Q2 2026, buying an estimated $2.4K and bringing the position to 789 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

EverSource Wealth Advisors first reported a position in LFMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.9K in Q2 2025. 116 funds tracked by Wall St. Rank hold LFMD as of Q2 2026.

  • EverSource Wealth Advisors held 789 shares of LifeMD worth $3.26K as of Q2 2026.
  • EverSource Wealth Advisors bought 543 LifeMD shares in Q2 2026, an estimated $2.4K.
  • LifeMD made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3494 holding.
  • EverSource Wealth Advisors first reported a position in LifeMD in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's LifeMD position peaked at $4.9K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held LifeMD as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.