Wealthspire Advisors (New York)’s LifeMD LFMD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio LFMD Stock Details LFMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Hold	61,664	–	–	﹤0.01%	1054
2026 Q1	$223K	Hold	61,664	–	–	﹤0.01%	826
2025 Q4	$210K	Hold	61,664	–	–	﹤0.01%	957
2025 Q3	$419K	Hold	61,664	–	–	﹤0.01%	578
2025 Q2	$840K	Buy	+61,664	New	+$582K	﹤0.01%	424
2024 Q2	–	Sell	-61,664	Closed	-$634K	–	682
2024 Q1	$634K	Hold	61,664	–	–	0.01%	384
2023 Q4	$511K	Hold	61,664	–	–	0.01%	416
2023 Q3	$385K	Hold	61,664	–	–	0.01%	437
2023 Q2	$268K	Hold	61,664	–	–	﹤0.01%	471
2023 Q1	$105K	Hold	61,664	–	–	﹤0.01%	516
2022 Q4	$120K	Hold	61,664	–	–	﹤0.01%	555
2022 Q3	$121K	Hold	61,664	–	–	﹤0.01%	494
2022 Q2	$126K	Sell	61,664 -836	-1%	-$2.08K	﹤0.01%	481
2022 Q1	$221K	Buy	+62,500	New	+$222K	0.01%	401

Other funds holding LFMD

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s LFMD Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its LifeMD (LFMD) position steady in Q2 2026 at 61,664 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Wealthspire Advisors (New York) first reported a position in LFMD in Q1 2022 and has held it in 14 quarters since. The position peaked at $840K in Q2 2025. 116 funds tracked by Wall St. Rank hold LFMD as of Q2 2026.

Wealthspire Advisors (New York) held 61,664 shares of LifeMD worth $255K as of Q2 2026.
Wealthspire Advisors (New York) left its LifeMD share count unchanged in Q2 2026.
LifeMD made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1054 holding.
Wealthspire Advisors (New York) first reported a position in LifeMD in Q1 2022 and has held it in 14 quarters since.
Wealthspire Advisors (New York)'s LifeMD position peaked at $840K in Q2 2025.
116 funds tracked by Wall St. Rank held LifeMD as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.