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NewEdge Advisors’s Lifeway Foods LWAY Stock Holding History

NewEdge Advisors’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.93K Buy
+255
New +$5.43K ﹤0.01% 3596
2025
Q3 		– Sell
-6
Closed -$148 – 4188
2025
Q2 		$148 Hold
6
– – ﹤0.01% 3893
2025
Q1 		$147 Hold
6
– – ﹤0.01% 3819
2024
Q4 		$149 Hold
6
– – ﹤0.01% 3759
2024
Q3 		$156 Sell
6
-896
-99% -$15K ﹤0.01% 3695
2024
Q2 		$11.5K Buy
902
+321
+55% +$5.83K ﹤0.01% 2808
2024
Q1 		$10K Sell
581
-1,409
-71% -$18K ﹤0.01% 2882
2023
Q4 		$26.7K Sell
1,990
-10,151
-84% -$128K ﹤0.01% 2464
2023
Q3 		$126K Buy
12,141
+11,970
+7,000% +$104K ﹤0.01% 1764
2023
Q2 		$1.12K Buy
+171
New +$1.07K ﹤0.01% 3222

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $337M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return