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
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 $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Creative Planning's LFST Position: Q1 2026 in Review

Creative Planning increased its Lifestance Health (LFST) stake by 6.4% in Q1 2026, buying an estimated $116K and bringing the position to 277,451 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Creative Planning first reported a position in LFST in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.84M in Q4 2025. 228 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

  • Creative Planning held 277,451 shares of Lifestance Health worth $1.77M as of Q1 2026.
  • Creative Planning bought 16,645 Lifestance Health shares in Q1 2026, an estimated $116K.
  • Lifestance Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2000 holding.
  • Creative Planning first reported a position in Lifestance Health in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's Lifestance Health position peaked at $1.84M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.