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LFVN icon

NewEdge Advisors’s LifeVantage LFVN Stock Holding History

NewEdge 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 		$860 Hold
199
– – ﹤0.01% 3923
2025
Q4 		$1.23K Sell
199
-466
-70% -$3.45K ﹤0.01% 3961
2025
Q3 		$6.47K Buy
665
+2
+0.3% +$25 ﹤0.01% 3453
2025
Q2 		$8.67K Sell
663
-483
-42% -$6.25K ﹤0.01% 3251
2025
Q1 		$16.7K Buy
1,146
+925
+419% +$17.4K ﹤0.01% 2923
2024
Q4 		$3.87K Sell
221
-22,635
-99% -$317K ﹤0.01% 3297
2024
Q3 		$276K Buy
22,856
+7,774
+52% +$64.4K ﹤0.01% 1857
2024
Q2 		$96.8K Buy
15,082
+14,680
+3,652% +$99.6K ﹤0.01% 2128
2024
Q1 		$2.43K Sell
402
-897
-69% -$5.67K ﹤0.01% 3330
2023
Q4 		$7.79K Hold
1,299
– – ﹤0.01% 2958
2023
Q3 		$8.38K Buy
1,299
+85
+7% +$476 ﹤0.01% 2635
2023
Q2 		$5.28K Hold
1,214
– – ﹤0.01% 2793
2023
Q1 		$4.36K Sell
1,214
-43
-3% -$161 ﹤0.01% 2823
2022
Q4 		$5 Buy
+1,257
New +$4.78K ﹤0.01% 3807

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

NewEdge Advisors's LFVN Position: Q1 2026 in Review

NewEdge Advisors held its LifeVantage (LFVN) position steady in Q1 2026 at 199 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

NewEdge Advisors first reported a position in LFVN in Q4 2022 and has held it in 14 quarters since. The position peaked at $276K in Q3 2024. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • NewEdge Advisors held 199 shares of LifeVantage worth $860 as of Q1 2026.
  • NewEdge Advisors left its LifeVantage share count unchanged in Q1 2026.
  • LifeVantage made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3923 holding.
  • NewEdge Advisors first reported a position in LifeVantage in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's LifeVantage position peaked at $276K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.