Root Financial Partners’s LifeVantage LFVN Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-6	Closed	-$26	–	1953
2026 Q1	$26	Buy	+6	New	+$31	﹤0.01%	3425

Other funds holding LFVN

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Root Financial Partners's LFVN Position: Q2 2026 in Review

Root Financial Partners sold out of LifeVantage (LFVN) in Q2 2026, closing a stake of 6 shares — an estimated $26 sold.

Root Financial Partners first reported a position in LFVN in Q1 2026 and held it in 1 quarter. The position peaked at $26 in Q1 2026. 88 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

Root Financial Partners reported no remaining LifeVantage position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 6 LifeVantage shares in Q2 2026, an estimated $26.
Root Financial Partners first reported a position in LifeVantage in Q1 2026 and held it in 1 quarter.
Root Financial Partners's LifeVantage position peaked at $26 in Q1 2026.
88 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.