Creative Planning
LFST icon

Creative Planning’s Lifestance Health LFST Stock Holding History

Creative Planning’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 		$3.28M Buy
306,044
+28,593
+10% +$221K ﹤0.01% 1715
2026
Q1 		$1.77M Buy
277,451
+16,645
+6% +$116K ﹤0.01% 2000
2025
Q4 		$1.84M Buy
260,806
+945
+0.4% +$5.7K ﹤0.01% 1788
2025
Q3 		$1.43M Buy
+259,861
New +$1.27M ﹤0.01% 1805

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

Creative Planning's LFST Position: Q2 2026 in Review

Creative Planning increased its Lifestance Health (LFST) stake by 10% in Q2 2026, buying an estimated $221K and bringing the position to 306,044 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Creative Planning first reported a position in LFST in Q3 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Creative Planning held 306,044 shares of Lifestance Health worth $3.28M as of Q2 2026.
  • Creative Planning bought 28,593 Lifestance Health shares in Q2 2026, an estimated $221K.
  • Lifestance Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1715 holding.
  • Creative Planning first reported a position in Lifestance Health in Q3 2025 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.