EWA
LFVN icon

EverSource Wealth Advisors’s LifeVantage LFVN Stock Holding History

EverSource Wealth Advisors’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 		$757 Buy
175
+152
+661% +$796 ﹤0.01% 3951
2025
Q4 		$141 Buy
23
+12
+109% +$89 ﹤0.01% 4067
2025
Q3 		$107 Buy
+11
New +$138 ﹤0.01% 4192
2025
Q1 		– Sell
-118
Closed -$2.06K – 4107
2024
Q4 		$2.06K Buy
118
+1
+0.9% +$14 ﹤0.01% 2701
2024
Q3 		$1.42K Buy
+117
New +$969 ﹤0.01% 2634

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

EverSource Wealth Advisors's LFVN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its LifeVantage (LFVN) stake by 661% in Q1 2026, buying an estimated $796 and bringing the position to 175 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

EverSource Wealth Advisors first reported a position in LFVN in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.06K in Q4 2024. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • EverSource Wealth Advisors held 175 shares of LifeVantage worth $757 as of Q1 2026.
  • EverSource Wealth Advisors bought 152 LifeVantage shares in Q1 2026, an estimated $796.
  • LifeVantage made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3951 holding.
  • EverSource Wealth Advisors first reported a position in LifeVantage in Q3 2024 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's LifeVantage position peaked at $2.06K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.