Clearstead Advisors’s Lifestance Health LFST Stock Holding History

Clearstead 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
2026 Q2	$3.1K	Buy	+289	New	+$2.23K	﹤0.01%	2329
2025 Q4	–	Sell	-592	Closed	-$3.26K	–	3037
2025 Q3	$3.26K	Buy	+592	New	+$2.9K	﹤0.01%	2310
2024 Q3	–	Sell	-278	Closed	-$1.36K	–	2080
2024 Q2	$1.36K	Buy	+278	New	+$1.68K	﹤0.01%	1867
2024 Q1	–	Sell	-400	Closed	-$3.13K	–	1598
2023 Q4	$3.13K	Sell	400 -400	-50%	-$2.58K	﹤0.01%	1227
2023 Q3	$5.5K	Buy	800 +400	+100%	+$3.24K	﹤0.01%	1223
2023 Q2	$3.65K	Buy	400 +100	+33%	+$831	﹤0.01%	1079
2023 Q1	$2.23K	Buy	+300	New	+$1.66K	﹤0.01%	1121

Other funds holding LFST

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's LFST Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Lifestance Health (LFST) in Q2 2026: 289 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #2329 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LFST as recently as Q3 2025.

Clearstead Advisors first reported a position in LFST in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.5K in Q3 2023. 113 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

Clearstead Advisors held 289 shares of Lifestance Health worth $3.1K as of Q2 2026.
Lifestance Health was a new Clearstead Advisors position in Q2 2026.
Lifestance Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2329 holding.
Clearstead Advisors first reported a position in Lifestance Health in Q1 2023 and has held it in 7 quarters since.
Clearstead Advisors's Lifestance Health position peaked at $5.5K in Q3 2023.
113 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.