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 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 $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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial's LFVN Position: Q1 2026 in Review

LPL Financial increased its LifeVantage (LFVN) stake by 34% in Q1 2026, buying an estimated $49.7K and bringing the position to 37,787 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #5564.

LPL Financial first reported a position in LFVN in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.7M in Q4 2024. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

LPL Financial held 37,787 shares of LifeVantage worth $163K as of Q1 2026.
LPL Financial bought 9,484 LifeVantage shares in Q1 2026, an estimated $49.7K.
LifeVantage made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5564 holding.
LPL Financial first reported a position in LifeVantage in Q3 2024 and has held it in 6 quarters since.
LPL Financial's LifeVantage position peaked at $3.7M in Q4 2024.
104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.