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Diversified Trust’s Lifestance Health LFST Stock Holding History

Diversified Trust’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 		$792K Buy
73,920
+52,388
+243% +$405K 0.01% 595
2026
Q1 		$137K Buy
21,532
+2,770
+15% +$19.3K ﹤0.01% 995
2025
Q4 		$132K Buy
+18,762
New +$113K ﹤0.01% 998

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

Diversified Trust's LFST Position: Q2 2026 in Review

Diversified Trust increased its Lifestance Health (LFST) stake by 243% in Q2 2026, buying an estimated $405K and bringing the position to 73,920 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #595.

Diversified Trust first reported a position in LFST in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Diversified Trust held 73,920 shares of Lifestance Health worth $792K as of Q2 2026.
  • Diversified Trust bought 52,388 Lifestance Health shares in Q2 2026, an estimated $405K.
  • Lifestance Health made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #595 holding.
  • Diversified Trust first reported a position in Lifestance Health in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.