RIL
LFVN icon

Rothschild Investment LLC’s LifeVantage LFVN Stock Holding History

Rothschild Investment LLC’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 		$275 Sell
44
-33
-43% -$200 ﹤0.01% 3389
2026
Q1 		$333 Buy
77
+75
+3,750% +$393 ﹤0.01% 3213
2025
Q4 		$12 Buy
+2
New +$15 ﹤0.01% 3368

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's LFVN Position: Q2 2026 in Review

Rothschild Investment LLC reduced its LifeVantage (LFVN) stake by 43% in Q2 2026, selling an estimated $200 and leaving 44 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Rothschild Investment LLC first reported a position in LFVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $333 in Q1 2026. 29 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • Rothschild Investment LLC held 44 shares of LifeVantage worth $275 as of Q2 2026.
  • Rothschild Investment LLC sold 33 LifeVantage shares in Q2 2026, an estimated $200.
  • LifeVantage made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3389 holding.
  • Rothschild Investment LLC first reported a position in LifeVantage in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's LifeVantage position peaked at $333 in Q1 2026.
  • 29 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.