Bell Investment Advisors’s Lifestance Health LFST Stock Holding History

Bell Investment Advisors’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 Q4	–	Sell	-97	Closed	-$534	–	1879
2025 Q3	$534	Buy	+97	New	+$475	﹤0.01%	1744

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPIG

Silversmith Partners I GP Boston, Massachusetts $39.2M AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Bell Investment Advisors's LFST Position: Q4 2025 in Review

Bell Investment Advisors sold out of Lifestance Health (LFST) in Q4 2025, closing a stake of 97 shares — an estimated $534 sold.

Bell Investment Advisors first reported a position in LFST in Q3 2025 and held it in 1 quarter. The position peaked at $534 in Q3 2025. 204 funds tracked by Wall St. Rank hold LFST as of Q4 2025.

Bell Investment Advisors reported no remaining Lifestance Health position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 97 Lifestance Health shares in Q4 2025, an estimated $534.
Bell Investment Advisors first reported a position in Lifestance Health in Q3 2025 and held it in 1 quarter.
Bell Investment Advisors's Lifestance Health position peaked at $534 in Q3 2025.
204 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.