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Forum Financial Management’s Lifestance Health LFST Stock Holding History

Forum Financial 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
2025
Q3 		– Sell
-15,764
Closed -$81.5K – 1042
2025
Q2 		$81.5K Buy
15,764
+786
+5% +$4.71K ﹤0.01% 937
2025
Q1 		$99.8K Buy
14,978
+11
+0.1% +$84 ﹤0.01% 848
2024
Q4 		$110K Buy
+14,967
New +$107K ﹤0.01% 876

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Forum Financial Management's LFST Position: Q3 2025 in Review

Forum Financial Management sold out of Lifestance Health (LFST) in Q3 2025, closing a stake of 15,764 shares — an estimated $81.5K sold.

Forum Financial Management first reported a position in LFST in Q4 2024 and held it in 3 quarters. The position peaked at $110K in Q4 2024. 210 funds tracked by Wall St. Rank hold LFST as of Q3 2025.

  • Forum Financial Management reported no remaining Lifestance Health position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 15,764 Lifestance Health shares in Q3 2025, an estimated $81.5K.
  • Forum Financial Management first reported a position in Lifestance Health in Q4 2024 and held it in 3 quarters.
  • Forum Financial Management's Lifestance Health position peaked at $110K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.