LPL Financial’s LifeVantage LFVN Stock Holding History

LPL Financial’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 Q2	$212K	Sell	34,029 -3,758	-10%	-$22.8K	﹤0.01%	5718
2026 Q1	$163K	Buy	37,787 +9,484	+34%	+$49.7K	﹤0.01%	5564
2025 Q4	$174K	Buy	28,303 +4,524	+19%	+$33.5K	﹤0.01%	5482
2025 Q3	$231K	Sell	23,779 -52,535	-69%	-$658K	﹤0.01%	5247
2025 Q2	$998K	Buy	+76,314	New	+$987K	﹤0.01%	3758
2025 Q1	–	Sell	-211,039	Closed	-$3.7M	–	5448
2024 Q4	$3.7M	Buy	211,039 +158,405	+301%	+$2.22M	﹤0.01%	2316
2024 Q3	$636K	Buy	+52,634	New	+$436K	﹤0.01%	3795

Other funds holding LFVN

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's LFVN Position: Q2 2026 in Review

LPL Financial reduced its LifeVantage (LFVN) stake by 9.9% in Q2 2026, selling an estimated $22.8K and leaving 34,029 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #5718.

LPL Financial first reported a position in LFVN in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.7M in Q4 2024. 88 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

LPL Financial held 34,029 shares of LifeVantage worth $212K as of Q2 2026.
LPL Financial sold 3,758 LifeVantage shares in Q2 2026, an estimated $22.8K.
LifeVantage made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5718 holding.
LPL Financial first reported a position in LifeVantage in Q3 2024 and has held it in 7 quarters since.
LPL Financial's LifeVantage position peaked at $3.7M in Q4 2024.
88 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.