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
Q2 		$45.6K Sell
4,257
-2,652
-38% -$20.5K ﹤0.01% 1836
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

EverSource Wealth Advisors's LFST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lifestance Health (LFST) stake by 38% in Q2 2026, selling an estimated $20.5K and leaving 4,257 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

EverSource Wealth Advisors first reported a position in LFST in Q4 2023 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • EverSource Wealth Advisors held 4,257 shares of Lifestance Health worth $45.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,652 Lifestance Health shares in Q2 2026, an estimated $20.5K.
  • Lifestance Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1836 holding.
  • EverSource Wealth Advisors first reported a position in Lifestance Health in Q4 2023 and has held it in 11 quarters since.
  • 288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.