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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
Q2 		– Sell
-255
Closed -$4.93K – 4306
2026
Q1 		$4.93K Buy
+255
New +$5.43K ﹤0.01% 3596
2025
Q3 		– Sell
-6
Closed -$148 – 4187
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 $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

NewEdge Advisors's LWAY Position: Q2 2026 in Review

NewEdge Advisors sold out of Lifeway Foods (LWAY) in Q2 2026, closing a stake of 255 shares — an estimated $4.93K sold.

NewEdge Advisors first reported a position in LWAY in Q2 2023 and held it in 10 quarters. The position peaked at $126K in Q3 2023. 97 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • NewEdge Advisors reported no remaining Lifeway Foods position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 255 Lifeway Foods shares in Q2 2026, an estimated $4.93K.
  • NewEdge Advisors first reported a position in Lifeway Foods in Q2 2023 and held it in 10 quarters.
  • NewEdge Advisors's Lifeway Foods position peaked at $126K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.