EWA
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EverSource Wealth Advisors’s Lifestance Health LFST Stock Holding History

EverSource Wealth Advisors’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 		$44K Buy
6,909
+5,404
+359% +$37.6K ﹤0.01% 1999
2025
Q4 		$10.6K Buy
1,505
+590
+64% +$3.56K ﹤0.01% 2765
2025
Q3 		$5.03K Buy
915
+727
+387% +$3.56K ﹤0.01% 3144
2025
Q2 		$972 Sell
188
-54
-22% -$324 ﹤0.01% 3745
2025
Q1 		$1.61K Buy
242
+118
+95% +$897 ﹤0.01% 3023
2024
Q4 		$914 Buy
124
+11
+10% +$79 ﹤0.01% 2999
2024
Q3 		$791 Buy
113
+45
+66% +$270 ﹤0.01% 2772
2024
Q2 		$375 Sell
68
-107
-61% -$645 ﹤0.01% 2943
2024
Q1 		$1.08K Buy
175
+20
+13% +$135 ﹤0.01% 2553
2023
Q4 		$1.21K Buy
+155
New +$999 ﹤0.01% 2331

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

EverSource Wealth Advisors's LFST Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Lifestance Health (LFST) stake by 359% in Q1 2026, buying an estimated $37.6K and bringing the position to 6,909 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

EverSource Wealth Advisors first reported a position in LFST in Q4 2023 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

  • EverSource Wealth Advisors held 6,909 shares of Lifestance Health worth $44K as of Q1 2026.
  • EverSource Wealth Advisors bought 5,404 Lifestance Health shares in Q1 2026, an estimated $37.6K.
  • Lifestance Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1999 holding.
  • EverSource Wealth Advisors first reported a position in Lifestance Health in Q4 2023 and has held it in 10 quarters since.
  • 228 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.