AWM
LFST icon

Abound Wealth Management’s Lifestance Health LFST Stock Holding History

Abound Wealth Management’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-32
Closed -$206 – 1484
2026
Q1 		$206 Hold
32
– – ﹤0.01% 1231
2025
Q4 		$227 Buy
+32
New +$193 ﹤0.01% 1131

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Abound Wealth Management's LFST Position: Q2 2026 in Review

Abound Wealth Management sold out of Lifestance Health (LFST) in Q2 2026, closing a stake of 32 shares — an estimated $206 sold.

Abound Wealth Management first reported a position in LFST in Q4 2025 and held it in 2 quarters. The position peaked at $227 in Q4 2025. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Abound Wealth Management reported no remaining Lifestance Health position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 32 Lifestance Health shares in Q2 2026, an estimated $206.
  • Abound Wealth Management first reported a position in Lifestance Health in Q4 2025 and held it in 2 quarters.
  • Abound Wealth Management's Lifestance Health position peaked at $227 in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.