AAS
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Avantax Advisory Services’s Lifestance Health LFST Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$62.7K Sell
12,133
-601
-5% -$3.6K ﹤0.01% 2318
2025
Q1 		$84.8K Buy
12,734
+211
+2% +$1.6K ﹤0.01% 2168
2024
Q4 		$92.3K Sell
12,523
-606
-5% -$4.35K ﹤0.01% 2126
2024
Q3 		$91.9K Sell
13,129
-443
-3% -$2.66K ﹤0.01% 2075
2024
Q2 		$66.6K Buy
+13,572
New +$81.8K ﹤0.01% 2033

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's LFST Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lifestance Health (LFST) stake by 4.7% in Q2 2025, selling an estimated $3.6K and leaving 12,133 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Avantax Advisory Services first reported a position in LFST in Q2 2024 and has held it in 5 quarters since. The position peaked at $92.3K in Q4 2024. 194 funds tracked by Wall St. Rank hold LFST as of Q2 2025.

  • Avantax Advisory Services held 12,133 shares of Lifestance Health worth $62.7K as of Q2 2025.
  • Avantax Advisory Services sold 601 Lifestance Health shares in Q2 2025, an estimated $3.6K.
  • Lifestance Health made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2318 holding.
  • Avantax Advisory Services first reported a position in Lifestance Health in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Lifestance Health position peaked at $92.3K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.