Global Retirement Partners’s Lifestance Health LFST Stock Holding History

Global Retirement Partners’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	$572K	Buy	+53,448	New	+$413K	0.01%	976
2025 Q4	$321K	Buy	45,581 +44,581	+4,458%	+$269K	0.01%	1203
2025 Q3	$5.5K	Hold	1,000	–	–	﹤0.01%	2941
2025 Q2	$5.17K	Buy	+1,000	New	+$5.99K	﹤0.01%	2897
2024 Q4	$7.37K	Sell	1,000 -1,000	-50%	-$7.18K	﹤0.01%	2513
2024 Q3	$14K	Buy	2,000 +1,000	+100%	+$6.01K	﹤0.01%	2158
2024 Q2	$4.91K	Hold	1,000	–	–	﹤0.01%	2620
2024 Q1	$6.17K	Hold	1,000	–	–	﹤0.01%	2315
2023 Q4	$6.85K	Hold	1,000	–	–	﹤0.01%	2207
2023 Q3	$6.38K	Hold	1,000	–	–	﹤0.01%	2107
2023 Q2	$9.13K	Hold	1,000	–	–	﹤0.01%	1998
2023 Q1	$8.06K	Buy	+1,000	New	+$5.54K	﹤0.01%	1994

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Global Retirement Partners's LFST Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Lifestance Health (LFST) in Q2 2026: 53,448 shares worth $572K. The stake represents 0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LFST as recently as Q4 2025.

Global Retirement Partners first reported a position in LFST in Q1 2023 and has held it in 12 quarters since. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

Global Retirement Partners held 53,448 shares of Lifestance Health worth $572K as of Q2 2026.
Lifestance Health was a new Global Retirement Partners position in Q2 2026.
Lifestance Health made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #976 holding.
Global Retirement Partners first reported a position in Lifestance Health in Q1 2023 and has held it in 12 quarters since.
287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.