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Avion Wealth’s Lifestance Health LFST Stock Holding History

Avion Wealth’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 		$0 Hold
78
– – ﹤0.01% 1599
2026
Q1 		$0 Hold
78
– – ﹤0.01% 1444
2025
Q4 		$0 Sell
78
-111
-59% -$670 ﹤0.01% 1436
2025
Q3 		$1K Buy
+189
New +$926 ﹤0.01% 1040

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

Avion Wealth's LFST Position: Q2 2026 in Review

Avion Wealth held its Lifestance Health (LFST) position steady in Q2 2026 at 78 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Avion Wealth first reported a position in LFST in Q3 2025 and has held it in 4 quarters since. The position peaked at $1K in Q3 2025. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Avion Wealth held 78 shares of Lifestance Health worth $0 as of Q2 2026.
  • Avion Wealth left its Lifestance Health share count unchanged in Q2 2026.
  • Lifestance Health made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1599 holding.
  • Avion Wealth first reported a position in Lifestance Health in Q3 2025 and has held it in 4 quarters since.
  • Avion Wealth's Lifestance Health position peaked at $1K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.