DiNuzzo Private Wealth
LFST icon

DiNuzzo Private Wealth’s Lifestance Health LFST Stock Holding History

DiNuzzo Private 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
Q3 		$542 Hold
45
– – ﹤0.01% 1070
2026
Q2 		$482 Hold
45
– – ﹤0.01% 1113
2026
Q1 		$287 Sell
45
-11
-20% -$77 ﹤0.01% 1195
2025
Q4 		$395 Sell
56
-4
-7% -$24 ﹤0.01% 1144
2025
Q3 		$329 Buy
60
+22
+58% +$108 ﹤0.01% 1187
2025
Q2 		$197 Sell
38
-14
-27% -$84 ﹤0.01% 1252
2025
Q1 		$347 Sell
52
-1
-2% -$8 ﹤0.01% 1154
2024
Q4 		$391 Buy
53
+37
+231% +$266 ﹤0.01% 1150
2024
Q3 		$112 Hold
16
– – ﹤0.01% 1359
2024
Q2 		$79 Buy
16
+3
+23% +$18 ﹤0.01% 1361
2024
Q1 		$81 Hold
13
– – ﹤0.01% 1309
2023
Q4 		$102 Buy
+13
New +$84 ﹤0.01% 1319

Other funds holding LFST

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

DiNuzzo Private Wealth's LFST Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Lifestance Health (LFST) position steady in Q3 2026 at 45 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

DiNuzzo Private Wealth first reported a position in LFST in Q4 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

  • DiNuzzo Private Wealth held 45 shares of Lifestance Health worth $542 as of Q3 2026.
  • DiNuzzo Private Wealth left its Lifestance Health share count unchanged in Q3 2026.
  • Lifestance Health made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1070 holding.
  • DiNuzzo Private Wealth first reported a position in Lifestance Health in Q4 2023 and has held it in 12 quarters since.
  • 68 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.