RWM
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Ritholtz Wealth Management’s LifeVantage LFVN Stock Holding History

Ritholtz Wealth Management’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
2025
Q4 		– Sell
-28,706
Closed -$279K – 1153
2025
Q3 		$279K Sell
28,706
-18,956
-40% -$237K 0.01% 865
2025
Q2 		$623K Sell
47,662
-12,848
-21% -$166K 0.01% 582
2025
Q1 		$882K Buy
60,510
+13,162
+28% +$248K 0.03% 432
2024
Q4 		$830K Buy
47,348
+18,682
+65% +$262K 0.02% 415
2024
Q3 		$346K Buy
28,666
+10,974
+62% +$90.9K 0.01% 664
2024
Q2 		$114K Sell
17,692
-3,963
-18% -$26.9K ﹤0.01% 798
2024
Q1 		$131K Sell
21,655
-3,372
-13% -$21.3K ﹤0.01% 763
2023
Q4 		$150K Buy
25,027
+4,756
+23% +$31.4K 0.01% 713
2023
Q3 		$131K Buy
+20,271
New +$113K 0.01% 669

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ritholtz Wealth Management's LFVN Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of LifeVantage (LFVN) in Q4 2025, closing a stake of 28,706 shares — an estimated $279K sold.

Ritholtz Wealth Management first reported a position in LFVN in Q3 2023 and held it in 9 quarters. The position peaked at $882K in Q1 2025. 111 funds tracked by Wall St. Rank hold LFVN as of Q4 2025.

  • Ritholtz Wealth Management reported no remaining LifeVantage position as of Q4 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 28,706 LifeVantage shares in Q4 2025, an estimated $279K.
  • Ritholtz Wealth Management first reported a position in LifeVantage in Q3 2023 and held it in 9 quarters.
  • Ritholtz Wealth Management's LifeVantage position peaked at $882K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held LifeVantage as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.