Envestnet Asset Management
LFST icon

Envestnet Asset Management’s Lifestance Health LFST Stock Holding History

Envestnet Asset Management’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 		$298K Buy
27,803
+6,822
+33% +$52.7K ﹤0.01% 4429
2026
Q1 		$134K Buy
20,981
+1,324
+7% +$9.21K ﹤0.01% 4585
2025
Q4 		$138K Buy
19,657
+22
+0.1% +$133 ﹤0.01% 4327
2025
Q3 		$108K Sell
19,635
-1,824
-8% -$8.94K ﹤0.01% 4418
2025
Q2 		$111K Buy
21,459
+1,738
+9% +$10.4K ﹤0.01% 4327
2025
Q1 		$131K Sell
19,721
-322
-2% -$2.45K ﹤0.01% 4205
2024
Q4 		$148K Sell
20,043
-1,213
-6% -$8.71K ﹤0.01% 4154
2024
Q3 		$149K Sell
21,256
-452
-2% -$2.72K ﹤0.01% 4069
2024
Q2 		$107K Sell
21,708
-9,054
-29% -$54.6K ﹤0.01% 4045
2024
Q1 		$190K Sell
30,762
-2,441
-7% -$16.4K ﹤0.01% 3953
2023
Q4 		$260K Sell
33,203
-8,337
-20% -$53.7K ﹤0.01% 3691
2023
Q3 		$285K Buy
41,540
+6,584
+19% +$53.4K ﹤0.01% 3555
2023
Q2 		$319K Buy
34,956
+6,286
+22% +$52.2K ﹤0.01% 3458
2023
Q1 		$213K Sell
28,670
-7,799
-21% -$43.2K ﹤0.01% 3629
2022
Q4 		$180K Sell
36,469
-9,311
-20% -$57.6K ﹤0.01% 3695
2022
Q3 		$303K Sell
45,780
-2,588
-5% -$18.1K ﹤0.01% 3341
2022
Q2 		$269K Buy
48,368
+7,036
+17% +$53.9K ﹤0.01% 3422
2022
Q1 		$418K Buy
41,332
+11,809
+40% +$104K ﹤0.01% 3221
2021
Q4 		$281K Sell
29,523
-1,655
-5% -$17.5K ﹤0.01% 3460
2021
Q3 		$452K Buy
31,178
+19,824
+175% +$382K ﹤0.01% 3026
2021
Q2 		$316K Buy
+11,354
New +$300K ﹤0.01% 3252

Other funds holding LFST

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Envestnet Asset Management's LFST Position: Q2 2026 in Review

Envestnet Asset Management increased its Lifestance Health (LFST) stake by 33% in Q2 2026, buying an estimated $52.7K and bringing the position to 27,803 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #4429.

Envestnet Asset Management first reported a position in LFST in Q2 2021 and has held it in 21 quarters since. The position peaked at $452K in Q3 2021. 97 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Envestnet Asset Management held 27,803 shares of Lifestance Health worth $298K as of Q2 2026.
  • Envestnet Asset Management bought 6,822 Lifestance Health shares in Q2 2026, an estimated $52.7K.
  • Lifestance Health made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4429 holding.
  • Envestnet Asset Management first reported a position in Lifestance Health in Q2 2021 and has held it in 21 quarters since.
  • Envestnet Asset Management's Lifestance Health position peaked at $452K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.