Monograph Wealth Advisors’s Life360 LIF Stock Holding History

Monograph Wealth Advisors’s Portfolio LIF Stock Details LIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.69M	Sell	84,761 -11,164	-12%	-$496K	0.39%	29
2026 Q1	$3.92M	Buy	95,925 +29,694	+45%	+$1.54M	0.37%	30
2025 Q4	$4.25M	Sell	66,231 -10,748	-14%	-$893K	0.42%	30
2025 Q3	$8.18M	Sell	76,979 -19,375	-20%	-$1.63M	0.83%	23
2025 Q2	$6.29M	Sell	96,354 -7,633	-7%	-$392K	0.78%	18
2025 Q1	$3.99M	Buy	103,987 +2,753	+3%	+$119K	0.54%	24
2024 Q4	$4.18M	Buy	101,234 +36,400	+56%	+$1.6M	0.55%	26
2024 Q3	$2.55M	Buy	+64,834	New	+$2.27M	0.33%	32

Other funds holding LIF

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Monograph Wealth Advisors's LIF Position: Q2 2026 in Review

Monograph Wealth Advisors reduced its Life360 (LIF) stake by 12% in Q2 2026, selling an estimated $496K and leaving 84,761 shares worth $4.69M. The position accounts for 0.39% of the portfolio, ranked #29.

Monograph Wealth Advisors first reported a position in LIF in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.18M in Q3 2025. 202 funds tracked by Wall St. Rank hold LIF as of Q2 2026.

Monograph Wealth Advisors held 84,761 shares of Life360 worth $4.69M as of Q2 2026.
Monograph Wealth Advisors sold 11,164 Life360 shares in Q2 2026, an estimated $496K.
Life360 made up 0.39% of Monograph Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Monograph Wealth Advisors first reported a position in Life360 in Q3 2024 and has held it in 8 quarters since.
Monograph Wealth Advisors's Life360 position peaked at $8.18M in Q3 2025.
202 funds tracked by Wall St. Rank held Life360 as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.