WANY
LFVN icon

Wealthspire Advisors (New York)’s LifeVantage LFVN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-145
Closed -$1.41K – 2068
2025
Q3 		$1.41K Buy
+145
New +$1.82K ﹤0.01% 2688

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s LFVN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of LifeVantage (LFVN) in Q4 2025, closing a stake of 145 shares — an estimated $1.41K sold.

Wealthspire Advisors (New York) first reported a position in LFVN in Q3 2025 and held it in 1 quarter. The position peaked at $1.41K in Q3 2025. 111 funds tracked by Wall St. Rank hold LFVN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining LifeVantage position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 145 LifeVantage shares in Q4 2025, an estimated $1.41K.
  • Wealthspire Advisors (New York) first reported a position in LifeVantage in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s LifeVantage position peaked at $1.41K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held LifeVantage as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.