Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lifestance Health LFST Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$413K Buy
64,897
+31,538
+95% +$219K ﹤0.01% 2145
2025
Q4 		$235K Sell
33,359
-9,571
-22% -$57.8K ﹤0.01% 2435
2025
Q3 		$236K Buy
42,930
+40,840
+1,954% +$200K ﹤0.01% 2320
2025
Q2 		$11K Sell
2,090
-258
-11% -$1.55K ﹤0.01% 4246
2025
Q1 		$16K Buy
2,348
+1,278
+119% +$9.71K ﹤0.01% 3833
2024
Q4 		$8K Buy
1,070
+862
+414% +$6.19K ﹤0.01% 3995
2024
Q3 		$1K Buy
208
+171
+462% +$1.03K ﹤0.01% 4619
2024
Q2 		$0 Buy
+37
New +$223 ﹤0.01% 4768
2024
Q1 		– Sell
-411
Closed -$3K – 4539
2023
Q4 		$3K Hold
411
– – ﹤0.01% 3714
2023
Q3 		$3K Hold
411
– – ﹤0.01% 3680
2023
Q2 		$4K Hold
411
– – ﹤0.01% 3538
2023
Q1 		$3K Hold
411
– – ﹤0.01% 3528
2022
Q4 		$2K Hold
411
– – ﹤0.01% 3582
2022
Q3 		$3K Hold
411
– – ﹤0.01% 3319
2022
Q2 		$2K Buy
+411
New +$3.15K ﹤0.01% 3364
2022
Q1 		– Sell
-411
Closed -$4K – 3714
2021
Q4 		$4K Buy
+411
New +$4.36K ﹤0.01% 2845

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
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LFST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lifestance Health (LFST) stake by 95% in Q1 2026, buying an estimated $219K and bringing the position to 64,897 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Carson Wealth (CWM LLC) first reported a position in LFST in Q4 2021 and has held it in 16 quarters since. 229 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 64,897 shares of Lifestance Health worth $413K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31,538 Lifestance Health shares in Q1 2026, an estimated $219K.
  • Lifestance Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2145 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lifestance Health in Q4 2021 and has held it in 16 quarters since.
  • 229 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.