Curio Wealth’s Lifestance Health LFST Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$19	–	669
2026 Q1	$19	Buy	+3	New	+$21	﹤0.01%	1219

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Curio Wealth's LFST Position: Q2 2026 in Review

Curio Wealth sold out of Lifestance Health (LFST) in Q2 2026, closing a stake of 3 shares — an estimated $19 sold.

Curio Wealth first reported a position in LFST in Q1 2026 and held it in 1 quarter. The position peaked at $19 in Q1 2026. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

Curio Wealth reported no remaining Lifestance Health position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Lifestance Health shares in Q2 2026, an estimated $19.
Curio Wealth first reported a position in Lifestance Health in Q1 2026 and held it in 1 quarter.
Curio Wealth's Lifestance Health position peaked at $19 in Q1 2026.
288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.