SageView Advisory Group
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SageView Advisory Group’s Lifeway Foods LWAY Stock Holding History

SageView Advisory Group’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 		– Sell
-1,440
Closed -$34.9K – 1657
2025
Q4 		$34.9K Buy
+1,440
New +$35.3K ﹤0.01% 1220

Other funds holding LWAY

DSCM
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Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $387M AUM 106.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's LWAY Position: Q1 2026 in Review

SageView Advisory Group sold out of Lifeway Foods (LWAY) in Q1 2026, closing a stake of 1,440 shares — an estimated $34.9K sold.

SageView Advisory Group first reported a position in LWAY in Q4 2025 and held it in 1 quarter. The position peaked at $34.9K in Q4 2025. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • SageView Advisory Group reported no remaining Lifeway Foods position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,440 Lifeway Foods shares in Q1 2026, an estimated $34.9K.
  • SageView Advisory Group first reported a position in Lifeway Foods in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Lifeway Foods position peaked at $34.9K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.