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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
2025
Q4 		$34.9K Buy
+1,440
New +$35.3K ﹤0.01% 1220

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return

SageView Advisory Group's LWAY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Lifeway Foods (LWAY) in Q4 2025: 1,440 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings.

89 funds tracked by Wall St. Rank hold LWAY as of Q4 2025.

  • SageView Advisory Group held 1,440 shares of Lifeway Foods worth $34.9K as of Q4 2025.
  • Lifeway Foods was a new SageView Advisory Group position in Q4 2025.
  • Lifeway Foods made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1220 holding.
  • 89 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.